Who’s Driving GDX’s Rally?

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Bob Thompson, Senior Portfolio Manager at Raymond James, explains why he believes we are in the middle innings of a commodity bull market cycle, with the easy money already made in gold and mining stocks but significant upside still ahead as generalist investors have yet to rotate into the sector.*This video was recorded on March 3, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BOB THOMPSON:X (@bobthompsonrj): https://x.com/bobthompsonrj"The Gold Digger" Newsletter: https://Miningwealth.ca "Stock Market Superstars" Book: https://www.amazon.com/Stock-Market-Superstars-Secrets-Canadas-ebook/dp/B00378L7QS?crid=2A563KFB3BGXX&dib=eyJ2IjoiMSJ9.oUxOIzuMDabINSgJAbH_ZmqNkejmE5AlJ73-w-s-6zqOEcHXqQXTZO6R0xTa8vpmTJmCBa8h3T0vs3i4qlL8qQKq0TW4WLFIA3DIhDNVaV4.3gkEQnQGth0mG8inkV2_bsRi0Yg-f4Xe7MX2nc51CEQ&dib_tag=se&keywords=bob+thompson+traders&qid=1772647036&sprefix=bob+thompson+trader%2Caps%2C156&sr=8-2FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:40 - PDAC conference sentiment4:35 - GDX and mining rally8:05 - TSX vs. Dow10:46 - USD14:39 - Short-term sell-off19:32 - Energy24:03 - Canada’s top traders27:32 - ‘The Mining Clock’#investing #stocks #gold