The David Lin Report

Steve Hanke, a seasoned Professor of Applied Economics at Johns Hopkins University, dives deep into the economic landscape for 2026. He discusses the concept of money illusion, explaining how perceptions of affordability have shifted since COVID. Hanke predicts persistent inflation and rising unemployment, while highlighting the growing median age for first-time homebuyers. He also critiques the Fed’s monetary policies, linking them to increasing inequality and rising asset prices. Lastly, he shares eye-opening insights on Venezuela’s hyperinflation and its broader regional effects.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on the shifting market dynamics heading into 2026. He discusses the notable surge in retail margin loans and its implications for market stability. Cameron highlights the risks tied to tech debt and off-balance financing, contrasting low-net-debt firms with those carrying high debt. He also analyzes Fed liquidity moves and their impact on risky assets like Bitcoin, while pondering gold's resilience amid overbought conditions. Lastly, he anticipates potential market shifts in various sectors.

Harry Dent, a renowned economist and author known for his insights on demographic and market trends, predicts a catastrophic market crash worse than 1929. He discusses the artificial, stimulus-driven bubble that's been developing, warning stocks could plummet up to 90%. Dent highlights Bitcoin and NVIDIA as indicators of this decline and advises caution toward gold and commodities. He emphasizes the need for strategic investments in Treasury bonds as a safe haven during the impending downturn, while offering bullish views on India's economic growth compared to a declining China.

Lobo Tiggre, founder of The Independent Speculator and expert in metals, discusses the looming risks of a market unwind driven by AI hype. He expresses concerns about silver's rapid rise and warns it could lead to a premature blow-off. Lobo highlights copper as his top pick for 2026 due to constrained supply and strong demand. He predicts a consolidative phase for gold and silver while outlining macro factors supporting gold’s rise. With discipline, he sees potential buying opportunities amidst any market corrections.

Gareth Soloway, Chief Market Strategist at Verified Investing, dives into why Bitcoin's recent crash could forecast a significant stock decline in 2026. He discusses the risks in the AI bubble and hints at a 40-50% pullback for Bitcoin. Gareth also reveals his thoughts on gold's bullish trend and offers insights on defensive dividend stocks for the upcoming year. With a focus on risk management and the implications of retail versus institutional trading, he emphasizes a chart-based approach over market hype.

Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and author of The Boock Report, discusses the potential bond crisis in 2026 and the stubbornness of inflation despite Fed rate cuts. He argues that the AI tech trade may be reaching its peak, while spotlighting oil at $56 as a key investment. Peter emphasizes the risks posed by rising long-term yields and shifting global fund flows, alongside the importance of international equities and commodities as viable investment avenues.

Jim Bianco, President of Bianco Research and a leading market analyst, shares his insights on the current economic landscape. He warns of a Fed policy misstep with rate cuts amidst persistent inflation and discusses the limitations of funding for AI infrastructure to only the largest tech players. Jim critiques the traditional finance approach of cryptocurrencies and urges a shift towards decentralized finance. He also highlights substantial demand for precious metals from Asia, predicting a return environment of 4-6% for various assets.

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, shares his insights on the looming market shifts. He predicts a crash for Bitcoin, forecasting a drop to $10,000 and warns of upcoming deflationary pressures. McGlone discusses how gold's recent spikes suggest profit-taking rather than growth, while Treasury yields are expected to fall alongside plummeting stock prices. He also highlights the risks for altcoins and forecasts rising Bitcoin dominance amidst market corrections. Prepare for a turbulent financial landscape!

Milton Berg, founder of MB Advisors and creator of a sophisticated market-timing model, dives deep into his groundbreaking analysis on market dynamics. He discusses the indicators that helped identify the market's bottom, revealing unique buy signals from recent months. Milton also examines Bitcoin's speculative nature and contrasts institutional versus retail investment strategies. With a rich background in historical precedents, he shares how his model anticipates potential future gains while addressing the challenges of market modeling.

Michael Howell, Founder and Managing Director of GL Indexes, delves into the precarious state of global liquidity and looming debt crises. He predicts a turbulent 2026, driven by inflexible monetary policies and massive COVID-era debt refinancing. Howell highlights the connection between liquidity cycles and market dynamics while warning about inflation pressures linked to rising Treasury issuance. He discusses the potential for precious metals as inflation hedges and emphasizes the impact of China's economic challenges on global finance.