The David Lin Report

Chris Vermeulen, Chief Market Strategist at The Technical Traders, shares insights on market dynamics and trends. He highlights extreme investor enthusiasm in both gold and stocks that suggests potential pullbacks, with gold showing more upside potential. Vermeulen discusses the implications of parabolic price moves, the importance of trend-following strategies, and key price levels for gold. He also offers a cautious view on Bitcoin and emphasizes the necessity of mega-cap tech for further stock market gains.

Ben Cowen, the Founder and CEO of Into The Cryptoverse, breaks down Bitcoin's upcoming trajectory and market cycles. He predicts that Bitcoin could hit its peak by year-end before entering a bear market in 2026, reflecting historical patterns. Cowen discusses the potential for a late-year rally, Bitcoin dominance, and the timing of altcoin season. He also shares insights into how Fed policies could impact market conditions in 2026 and emphasizes the importance of monitoring technical indicators for signs of a cycle top.

Willem Middelkoop, a commodities expert and author known for his insights into monetary history, discusses the troubling trajectory of the US dollar amid increasing geopolitical tensions with BRICS nations. He emphasizes the importance of investing in gold, silver, and other commodities before their prices soar. The conversation also touches on the risks of military conflict with China, the implications of a bifurcated financial system, and the looming rearmament demands in Europe. Middelkoop presents a compelling case for the future of global markets and assets.

Steven Camarota, Director of Research at the Center for Immigration Studies, delves into immigration policies and their impacts on the labor market. He discusses Trump's new H-1B visa fee hike and how it may reduce the supply of foreign workers, potentially raising wages for American employees. Camarota also highlights the exit of 2.2 million foreign-born workers, questioning how this will affect job availability and GDP. He explores the implications for native labor and future immigration dynamics, especially as technology evolves.

Ed Yardeni, an esteemed economist and president of Yardeni Research, shares his bold forecast of the S&P 500 reaching 10,000 by 2029, driven by baby boomer spending and robust productivity. He dissects the impact of Fed policy on the economy, raising questions about political influences on rate cuts. Yardeni discusses the balancing act between inflation and economic growth, recommending gold and inflation-protected bonds as hedges. He also identifies sectors like financials and tech that could thrive if rates drop, offering keen insights into market resilience.

Shawn Khunkhun, CEO of Dolly Varden Silver, dives into the fascinating world of silver mining and market dynamics. He reveals the recent surge to $40 an ounce, fueled by a pressing supply squeeze and growing demand. Shawn explains why silver is scarcer than gold, discusses the implications of investor trends, and outlines the hurdles faced in increasing production. He also shares insights on how a critical mineral status could reshape the industry and the strategic moves Dolly Varden is making amid these exciting market shifts.

Philippe Giselle, Chief Strategy Officer at BNP Paribas and co-author of influential economic texts, shares insights on global macroeconomic trends. He discusses why current inflation could be underestimated and the impact of China’s slowdown on commodities. Giselle introduces the 'fourth turning' concept, highlighting geopolitical risks, especially in Europe. He forecasts a future where gold prices soar amidst structural inflation and explains which critical metals will thrive, emphasizing strategic portfolio allocations.

Joining the discussion is Steve Hanke, a Professor of Applied Economics at Johns Hopkins University and a prominent expert on currency and monetary policy. He delves into the recent central bank actions, emphasizing their impact on inflation and market behavior. Hanke argues that gold could surge to $6,000 as the economic landscape shifts. He also critiques the Fed's loss of independence and explores the monetary strategies of major banks like the BoC and ECB. Expect insights on dollar depreciation and the potential success of a secular bull market in gold.

Ted Oakley, Founder and Managing Partner of Oxbow Advisors, shares his insights on current economic trends and market conditions. He compares today’s market to the 1999 dot-com bubble, warning of overvalued tech stocks. Oakley critiques the Federal Reserve's decisions amidst high inflation and emphasizes the importance of investing in undervalued dividend-paying companies. He also stresses maintaining defensive positions, such as cash and gold, while exploring potential inflation risks and the evolution of the labor and housing markets.

Will Rhind, CEO of GraniteShares, shares insights on the soaring prices of gold and Bitcoin. He explains how specialized ETFs can help investors take advantage of market volatility. Rhind discusses the bullish outlook driven by Fed easing and strong tech earnings, alongside a unique strategy for capturing income from volatility. He also highlights the case for potential market chaos in Q4, examining the forces behind record gold prices and the scarcity of Bitcoin.