The David Lin Report

Anna Wong, Chief U.S. Economist at Bloomberg Economics, brings her expertise to discuss the economic outlook for 2026. She shifts from bearish to bullish, citing a recovering labor market and easing trade uncertainties. Anna dives into five growth tailwinds, including the impact of AI and financial conditions. She addresses inflation forecasts and the Fed's dovish stance, while exploring the K-shaped recovery's effects on consumer spending. Tune in for insights on how wealth-driven consumption could sustain growth and what might change her optimistic view.

Michael Ou, CEO of CoolWallet, dives into the future of finance and cryptocurrency. He discusses the revolution of tokenization and how it's pivotal for everyone to own a crypto wallet. The conversation highlights the security features of CoolWallet's design, emphasizing its user-friendly approach. Ou reveals how on-chain asset management can change daily transactions, including salary payments and improved cross-border capabilities. He also addresses risks, including insights from recent hacks, and shares the long-term vision for wallets coexisting with banks.

Juan Cole, a history professor at the University of Michigan and editor of Informed Comment, dives into pressing global issues. He analyzes the recent Gaza ceasefire and discusses the U.S.'s role in the chaos. Cole argues that lasting peace hinges on Palestinian statehood. He also highlights the fragility of oil markets affected by regional violence and explores the implications of U.S.–China tensions as potential proxy conflicts. Looking ahead, he predicts China's rise in global influence and the impact of climate change on future migrations.

Jason Shapiro, founder of the Crowded Market Report and a veteran trader featured in Unknown Market Wizards, dives into the intricacies of market bubbles and crowded trades. He discusses indicators of a bubble and debates whether AI is genuinely transformative or overhyped. Shapiro also highlights how national security concerns influence AI investing, while identifying gold and parts of crypto as presently crowded sectors. He shares insights on spotting extreme positioning, the implications of recent market behavior, and where investors should consider deploying capital.

Matthew Piepenburg, a Partner at Von Greyerz AG and a precious-metals strategist, discusses the soaring prices of gold and silver amid US dollar devaluation. He explains why gold is emerging as a vital alternative to fiat currencies, especially as central banks shift from the dollar to gold. The conversation touches on the potential for a significant debt crisis, geopolitical shifts, and what policy changes could stabilize the economy. Piepenburg also highlights silver's historic breakout and its crucial role in the ongoing gold market rally.

Mark Skousen, an economist and editor of 'Forecasts & Strategies,' dives deep into gold's surprising rise amid economic shifts. He discusses how geopolitical tensions and monetary policies favor gold over Bitcoin and stocks. Skousen warns about hidden economic weaknesses revealed by business spending data, while examining the implications of tariffs and trade on the economy. He also reflects on Benjamin Franklin’s advice on government spending and the future interplay of automation and immigration. It's a thought-provoking look at current economic landscapes!

Jim Bianco, President of Bianco Research and a seasoned macro strategist, dives into the complexities of market concentration and AI-driven valuation risks. He reveals the potential for a significant market correction, emphasizing the disproportionate weight of top stocks. Jim also discusses the recent rally in precious metals and Bitcoin, attributing it to retail demand and market dynamics. Additionally, he advises on small-cap stocks and the future of silver, while offering insights on realistic return expectations amidst a volatile economic landscape.

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.

Ian Harris, CEO of Copper Giant and an expert mining engineer, discusses a significant surge in his company's stock, fueled by growing copper demand due to AI data centers and infrastructure projects. He argues we're witnessing the start of a decade-long bull market for copper, driven by underinvestment and supply deficits. Harris shares insights on the challenges of smelting dominance in China, the importance of strategic financing for miners, and how his company plans to outperform in the rising copper market.

Bob Elliott, CEO and CIO of Unlimited, dives into the dynamics of the US economy, highlighting its slowdown amid rising stock markets driven by AI enthusiasm. He discusses the limited impact of government shutdowns on GDP, the inflationary effects of tariffs, and surprising asset performances in 2025, especially gold. Elliott suggests bonds could outperform in 2026, despite weak labor signals, and explains how mega-cap companies influence indices. He also emphasizes the importance of tactical portfolio positioning in a late-cycle environment.