The David Lin Report

Clem Chambers, founder of ANewFN and macro/commentary specialist, warns of a looming bond crisis and predicts prolonged 7–9% inflation tied to an AI-driven industrial build-out. He links gold to geopolitical risk, highlights energy, copper and nuclear as structural winners, and spots bargain tech and infrastructure plays amid market disruption.

Aleksandra Przegalińska, Harvard Law Senior Research Associate and futurist, explores how AI will reshape work and the economy. She critiques universal high income ideas and dissects recent tech layoffs. She forecasts which tech roles survive, outlines education shifts for AI-era skills, and examines specialized models, humanoid robots, and the possibility of end-to-end AI-run production.

Michael Gayed, portfolio manager and founder of The Lead-Lag Report, explains market positioning amid AI-driven change. He discusses why software stocks lag, where to hide in bonds and commodities, oil and housing signals, and which sectors could win from deregulation. He warns of AI-related job disruption and highlights favored areas like emerging markets, crypto, and niche growth plays.

Mike McGlone, senior commodity strategist at Bloomberg Intelligence, offers quick takes on oil, metals, crypto, and volatility. He discusses why crude might tumble before midterms and how commodity rallies often fade. He links copper and Bitcoin fortunes to stocks and warns gold and silver may be overstretched. Short, sharp outlooks on inflation, demand destruction, and EV-driven shifts in energy use.

Jay Singh, founder of Special Situations Research and ex-Goldman Sachs portfolio manager, offers sharp macro and event-driven analysis. He covers concentrated S&P earnings, risks from the Iran conflict on oil and LNG, private credit stresses and software terminal-value threats. He also outlines defense and rare-earth supply-chain implications and where real assets like gold may benefit.

George Selgin, economist and author known for work on monetary history and free banking. He unpacks causes of the Great Depression and why a 1930s-style collapse is unlikely today. He links policy uncertainty, tariffs, and oil shocks to weak investment and hiring. He weighs monetary fixes against real production needs and debates the dollar, gold, and a U.S. Bitcoin reserve.

Axel Merk, President and CIO of Merk Investments, a macro and precious metals specialist. He talks monetary policy shifts and when rate cuts might arrive. He explores gold’s evolving role versus stocks and oil. He discusses Fed leadership, balance sheet reform, fiscal dominance, and how these forces reshape markets and miners’ opportunities.

Barry Eichengreen, Distinguished Professor of Economics and Political Science at UC Berkeley and author of Money Beyond Borders, discusses the Fed, the future of the U.S. dollar, and monetary history. He explores threats to the dollar’s safe-haven status. He explains why no short-term rival exists, how fiscal politics shape currency fate, gold’s role, and how digital currencies might fit into the future.

Doug Casey, bestselling author and founder of Crisis Investing, shares his views on geopolitics and markets. He talks about escalating US–Iran tensions and how oil and commodities may react. He discusses changing warfare, defense spending inefficiencies, and why precious metals and certain industrial metals matter in crisis times.

Gary Wagner, editor of TheGoldForecast.com and precious metals analyst using Elliott Wave methods. He discusses the odd inverse gold–oil relationship, whether gold has bottomed near $4,100, and targets above $5,600. He also covers silver’s outperformance, large 2026 swings signaling uncertainty, and how oil and Fed dynamics could shape inflation and prices.