The David Lin Report

Brent Cook, an economic geologist and founder of Exploration Insights, shares his expertise on investing in gold and silver mining stocks for the bull market. He discusses how to spot exploration companies poised for success, emphasizes the importance of taking initial profits, and highlights the sequence of market movements from major to junior stocks. Brent also explains the impact of geopolitical factors on gold prices and offers insights into M&A activity among major miners, all while identifying red flags in potential investments.

David Rosenberg, a veteran economist and founder of Rosenberg Research, and Ed Yardeni, President of Yardeni Research, engage in a spirited debate about economic growth and market forecasts. Ed touts an ambitious S&P 500 target of 10,000, citing demographic and productivity drivers, while David raises concerns over valuation and the risk of recession due to weak labor markets. They also discuss the surge in gold prices, implications of AI investment, and the potential fragility of equity markets driven by concentrated wealth.

Ken Berry, co-founder and chairman of Kootenay Silver, dives into the booming silver market and the company's ambitious plans. He discusses Kootenay's impressive 325 million ounce silver resource and the factors driving silver prices to $41. Berry shares insights on the significance of market attention, ongoing drilling programs, and potential partnerships. He draws parallels between the current market and the 2011 bull cycle, highlighting Mexico’s rich silver reserves and Kootenay's strategic roadmap for growth.

Danielle DiMartino Booth, a former Federal Reserve insider and CEO of QI Research, dives deep into the alarming economic landscape. She reveals that 71 companies went bankrupt in August, highlighting significant cracks in the economy. Despite soaring stock markets, she contrasts the Fed's optimistic labor assessments with harsh realities like rising unemployment. Additionally, she discusses the impacts of credit market stresses and signals that indicate a looming recession, urging listeners to consider a defensive investment strategy.

Terrence Lynch, CEO of Power Metallic Mines Inc., leads the discussion on his company's exciting mineral discovery in Quebec that skyrocketed its stock price. He highlights the early stage of the precious metals bull market, emphasizing the role of mining funds over generalist investors. Lynch delves into Quebec's pro-mining benefits, future copper demand driven by electrification, and the significance of platinum and palladium in their projects. He shares insights on strategic partnerships and the vision for expanding Power Metallic's operations.

Richard Smith, Chairman of the Foundation for the Study of Cycles, delves into the implications of long-term economic cycles. He argues that the U.S. is entering a phase of rising interest rates and persistent inflation due to record debt levels. Smith highlights the historical context of a staggering $37 trillion debt, the potential for stagflation, and impending market dynamics. He also explores how collective human behavior drives cycles, warns of asymmetrical risks, and examines the effects of geopolitical factors like U.S.-China relations on financial stability.

Ronald-Peter Stoeferle, Managing Partner of Incrementum AG and author of the In Gold We Trust report, shares his insights on precious metals. He predicts gold might hit $8,900 by 2030, driven by rising inflation and significant central bank purchases. Stoeferle also discusses the interrelationship between gold, Bitcoin, and equities, attributing their rally to shifting market dynamics. He emphasizes emerging market demand and de-dollarization as key drivers, while playfully suggesting silver could outperform in the near future.

Glenn Kelman, CEO of Redfin and housing market expert, discusses the emerging buyer's market, claiming it's the most favorable in a decade due to rising inventory and waning seller confidence. He highlights regional shifts, pointing to the Midwest's resilience compared to coastal areas. Kelman also delves into the impact of rate changes and inflation on mortgage dynamics, emphasizing increased purchasing power for buyers. He critiques the current state of new home sales and the challenges of builder costs, leaving listeners pondering the uncertain outlook for 2026.

Sandy Kaul, Executive Vice President at Franklin Templeton, dives into the world of digital transformation in finance. She discusses how asset tokenization is reshaping investments and the regulatory landscape, paving the way for more accessible crypto products. Sandy highlights the implications of blockchain technology for traditional markets and how crypto ETFs could become mainstream. She also shares insights on bringing crypto into retirement plans and the exciting partnership between Franklin Templeton and Binance, hinting at a future where tokenized assets revolutionize trading.

Ian Harris, CEO of Copper Giant and a seasoned mining executive, dives deep into the surging demand for copper driven by AI data centers. He predicts that copper prices could skyrocket to $10 per pound due to a looming supply shortage. Harris highlights the strategic significance of his Makoa project in Colombia, emphasizing its potential for rapid production and infrastructure advantages. He also discusses China’s dominance in smelting and the need for the U.S. to increase domestic copper capacity to meet rising consumption demands.