The David Lin Report

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.

Lily Liu, President of the Solana Foundation, shares insights on how Solana is revolutionizing blockchain with unmatched speed and low costs. She delves into how institutional demand is shifting crypto dynamics, especially regarding Bitcoin as digital gold and the potential for Solana ETFs. Lily highlights the massive impact of tokenization, predicting $100 trillion in assets moving on-chain. We also learn about Solana's innovations that aim to support large-scale gaming and cross-border payments, creating a more accessible financial future.

Kai Hoffmann, the Founder and Managing Director of Soar Financial Partners, dives into the burgeoning world of gold investment. He discusses how institutional investors are driving gold prices to new heights, likening today’s market dynamics to the past but with distinctive features. Hoffmann emphasizes that mid-tier gold miners offer the best opportunities, and he explores the interplay between gold, stocks, and Bitcoin amid geopolitical tensions. He also predicts a bright outlook for gold through 2026, with a surge in drilling and growing interest in copper due to rising AI demands.

Chris Vermeulen, Chief Market Strategist at The Technical Traders, joins to share insights on the current state of stocks, gold, silver, and Bitcoin. He warns of a dangerous euphoric phase, predicting a significant market top in one to two months. They discuss parallels between today's market and significant cycles in 2007 and 2017, as well as the impact of retail buying on precious metals. Chris highlights technical indicators for potential market reversals and shares Bitcoin's targets amidst shifting investor psychology.

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.