The David Lin Report

Darrell Thomas, host of VRIC Media and investor in precious metals and mining royalties, explains how he’s positioning for geopolitical instability. He discusses favoring gold, miners and oil/land royalties. He explains royalties, timing debates, buy-and-hold tactics, de-dollarization, and why fiscal pressures could boost hard assets.

Eric Basmajian, economist and founder of EPB Research, offers macro analysis on labor, housing, credit, and policy. He explains the surge in private credit redemptions and what payroll revisions reveal. He discusses long-term real wage trends, tech layoffs versus cyclical losses, housing construction dynamics, and how profit margins and oil shocks shape Fed choices.

Doug Casey, legendary investor and author of Crisis Investing, offers contrarian takes on geopolitics and crisis-era strategies. He warns how the Iran war could spread and strain oil routes. He discusses gold, commodity plays, and why prolonged conflict could debilitate economies. He also contrasts speculating versus short-term trading and flags signals of deepening financial stress.

Todd Horwitz, founder of BubbaTrading.com and options/trading educator, offers market commentary on oil, equities, gold, silver and commodities. He warns of a 2008-style collapse, calls recent oil rallies a selling opportunity, outlines short and selective long positions, and discusses dollar dynamics, supply risks, and which commodities he favors as hedges.

Hal Kempfer, retired Marine Lt. Colonel and CEO of Global Risk Intelligence & Planning, brings frontline intelligence and strategic planning experience. He breaks down Iran’s evolving military strategy, the real maritime and mine threats to global shipping, hypersonics versus defenses, and why drone swarms and munitions burn rates matter. Short, sharp takes on how these risks could reshape markets and military planning.

Kevin Steuer, managing partner at StockTA.com and technical trader, explains his chart-confluence system and how he reads market risk. He talks short-term volatility from oil and Middle East conflict. He outlines his signals for S&P downside, how he trades oil and Bitcoin, and why he pairs AI stocks with gold for portfolio balance.

George Noble, managing partner at Noble Capital Advisors and longtime Wall Street investor, shares his macro and stock-picking perspective. He argues a regime change favors reflation, energy, miners and emerging markets over U.S. tech and bonds. He warns about software and semiconductors, explains why active management can win now, and outlines a no-bonds, commodity-heavy allocation.

Lon Shaver, President of Silvercorp Metals, a silver-focused miner with capital markets and project-development experience. He discusses disciplined, return-focused mining strategies. Multiple continents of acquisitions and using cash flow to fund growth. Why silver demand is driven by both industrial use and safe-haven interest. Plans to build copper-gold and near-term production projects.

Lawrence McDonald, former Lehman VP and founder of The Bear Traps Report, is a specialist in distressed debt and credit markets. He warns of a brewing private-credit crisis, liquidity mismarking, and contagion risks. He discusses AI-driven job disruption, energy-driven inflation pressures, and why bond-stock relationships and passive concentration may hide real market stress.

Jalen Yuan, CEO of New Pacific Metals Corp., leads development of two large Bolivian silver projects. He discusses how higher silver prices reshape mining returns. He outlines permitting progress under a pro-investment government. He explains timelines for construction, financing plans, and a major 30,000-meter 2026 drilling program.