The David Lin Report Assets That Will 'Go Berserk' Once Iran Conflict Ignites | Jeff Clark
Feb 26, 2026
Jeff Clark, founder of TheGoldAdvisor.com and editor of Paydirt Prospector, is a precious-metals analyst who watches gold, silver, miners and commodities. He discusses gold’s volatility and why a rotation from tech to metals could be coming. He covers institutional adoption, geopolitical risks from Iran, silver deficits, copper and uranium supply pressures, and how to pick and manage mining investments.
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Debt Hasn't Triggered Gold's Big Move Yet
- The federal debt problem hasn't yet produced a currency or financial breakdown that lifts gold dramatically.
- Jeff expects gold to surge when the debt causes a real currency event, not merely headlines about high deficits.
Silver Upside Backed By Multi-Year Deficit
- Silver usually lags gold early but can outperform once a leg up begins, driven by a multi-year supply deficit.
- COMEX and LBMA inventories are falling and silver has been in deficit for five years, supporting future gains.
Buy Into Copper And Uranium Supply Shortages
- Favor copper and uranium because structural supply shortfalls meet rising demand from electrification and nuclear support.
- Jeff says political and environmental tailwinds plus insufficient supply create a 'perfect storm' for both metals.