The David Lin Report

Jim Welsh, Founder of Macro Tides and market analyst, dives into the complexities of today's financial landscape. He discusses the seemingly healthy technical indicators and the looming threat of a secular bear market driven by rising debt and housing issues. Welsh highlights potential catalysts for a significant market drop and the impact of geopolitical risks. He also touches on the challenges young adults face in the housing market and consumer spending, emphasizing how these factors could reshape economic policies.

Mark Skousen, an esteemed economist and founder of The Skousen Report, shares insights on silver's rally towards $100, highlighting its implications for inflation. He discusses the factors driving silver's price, comparing past bull markets while linking rising commodity values to expansive money supply. Skousen delves into geopolitical issues, including NATO's moves in Greenland and their potential impacts on defense spending. He also offers investment tips for 2026, emphasizing commodities and tech equities as potential winners.

Keith McCullough, Founder and CEO of Hedgeye, dives into market strategies and risk management. He argues that investors are underestimating opportunities in metals amid geopolitical tensions. Keith predicts a quicker decline in inflation and outlines a 'Goldilocks' outlook for the economy. He discusses how to navigate sector shifts and highlights potential in space, defense, and healthcare stocks. Additionally, he shares insights on portfolio sizing and the importance of data-driven decision-making over mainstream media.

Ted Rossman, a Senior Industry Analyst at Bankrate, explores the implications of Trump's proposed 10% credit card rate cap. He argues that such a cap could limit credit access and shares insights on who supports it. Ted highlights the persistence of credit card debt, linking it to inflation and slow wage growth. He also provides strategies for building credit and discusses the dangers of low minimum payments trapping borrowers. Additionally, he forecasts the potential impact of Fed cuts on consumer rates and the housing market.

Shane Williams, CEO of West Red Lake Gold and a savvy gold market forecaster, projects gold could hit $5,000 by year-end. He breaks down the factors behind gold's strength, including central bank activities and recession fears. Shane discusses impressive producer margins and the company's promising transition into production. He also addresses the balance between growth and fiscal responsibility, cautioning against unwise mergers. With significant institutional interest returning, he highlights opportunities for investors in the mining sector.

Aaron Arnold, co-host of Altcoin Daily and a prominent crypto commentator, shares his insights into Bitcoin, Ethereum, and the state of stablecoins. He argues the four-year Bitcoin cycle is over, predicting a new all-time high in 2026. The discussion covers the impact of Fed policies on crypto, the pivotal Market Structure Bill, and how institutional investments could stabilize volatility. Arnold emphasizes the need for a fresh narrative in 2026, focusing on Ethereum's potential and the rise of privacy-focused projects.

Ray McGovern, a former CIA analyst with decades of experience, discusses the shifting landscape of U.S. foreign policy. He argues that the U.S. can no longer effectively confront Russia or China, advocating for a renewed focus on the Western Hemisphere. McGovern critiques Trump's reinterpretation of the Monroe Doctrine and warns of potential chaos in Venezuela post-Maduro. He also sheds light on the implications of U.S. military strategies, NATO dynamics, and escalating tensions surrounding Taiwan, providing a thought-provoking perspective on global security.

Nomi Prins, an economist, geo-macro analyst, and bestselling author, shares her insights on the financial landscape in 2026. She predicts that silver and commodities will outperform stocks due to China's export restrictions and a looming supply deficit. Prins discusses the potential reclassification of silver as a vital monetary asset and the broader implications of commodity export controls. With the market facing volatility, she emphasizes how protectionism and geopolitical shifts will shape the economy in the coming years.

Lior Gantz, founder of Wealth Research Group, dives into the geopolitical implications of the U.S. seizing Venezuelan oil. He discusses how this move embodies a revival of the Monroe Doctrine and reshapes global oil dynamics, especially concerning China. Gantz predicts significant market volatility in 2026, driven by collapsing old rules and aggressive Fed actions. He also explores the contrasting roles of gold and silver in the emerging economic landscape, emphasizing new power dynamics and potential in mining jurisdictions like Africa.

In this discussion, Gary Shilling, President of A. Gary Shilling & Co., shares insights from his extensive Wall Street experience. He warns the stock market may be drastically overvalued, predicting a potential 30-50% correction. Gary assesses the implications of geopolitical events, particularly regarding Venezuela, and how they may affect markets. He also touches on the disconnection between stocks and the economy, emphasizing his preference for Treasuries over commodities and gold. Plus, he reflects on long-term investment strategies and the importance of staying grounded amid market noise.