The David Lin Report

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.

Josh Young, CIO and Founder of Bison Interests, is an oil-market strategist focused on resource-driven opportunities. He breaks down the Iran-triggered oil shock and Strait of Hormuz closure. He explains delayed price reactions, how prolonged disruptions could lift oil to inflation-adjusted highs, limits of US supply responses, and where energy-related investment opportunities may emerge.

Luke Gromen, founder of Forest for the Trees and macro researcher on sovereign balance sheets and reserve assets. He discusses oil and how supply shocks reshape markets. He explains why gold and cash/T-bills are attractive amid geopolitical stress. He outlines risks to long-duration bonds and how de-dollarization and central-bank gold buying matter.

Louis Gave, CEO of Gavekal and macro strategist focused on Asia and global markets, explains how a Strait of Hormuz disruption would hit Asian economies hardest. He warns oil near $90 could tip growth into recession. He discusses who benefits from higher oil, why bonds may no longer hedge, and why gold and international equities deserve attention.

Bob Thompson, Senior Portfolio Manager at Raymond James and resource strategist known for bullish calls on gold and uranium. He discusses why commodities are in a multi-stage bull cycle. He explains investor behavior behind mining rallies. He outlines why stock selection matters now and why energy, dollar moves, and Canada’s junior market deserve attention.

Tavi Costa, co-founder and CEO of Azuria Capital and investor in mining, energy, and Latin American markets. He links Iran unrest to oil volatility and inflation. He discusses a dollar-weakening rotation into hard assets, argues mining and metals are still underowned, and highlights copper, zinc, and energy-driven agricultural inflation as key themes.

David Hay, founder of Haymaker Publications and former co-CIO known for macro and hard-asset expertise. He argues U.S. market dominance is fading. He discusses shifting capital flows, attractive opportunities in Chinese and international stocks, rising appeal of gold and hard assets, and how changing fiscal and monetary dynamics could spark a major rotation out of U.S. equities.

Chris Vermeulen, Chief Market Strategist at TheTechnicalTraders.com, is a technical trader focusing on equities, commodities, bonds, and crypto. He breaks down oil’s shock spike as short-term capitulation. He explains panic selling in stocks and quick dip-buying. He discusses why he moved to cash, dollar and gold moving together, and a cautious view on Bitcoin, bonds, silver, and miners.

Rick Rule, experienced resource investor and founder of Rule Investment Media, explains why he sold most of his silver and how he reallocated into stocks, gold, oil and gas equities. He contrasts silver as speculation vs gold as savings. He discusses oil and natural gas drivers, Venezuela’s slow recovery, uranium supply tightening, and where investors might allocate between majors and juniors.