The David Lin Report

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.

Daniel Marin, founder and CEO of Nexus and former Stanford CS student with AI and crypto expertise. He explains why token prices lag real adoption. He outlines Nexus’s plan to close gaps in programmable finance. He predicts autonomous AI agents will move money on-chain. He warns about quantum computing risks to Bitcoin and discusses mitigation timelines.

Richard Teng, Co‑CEO with decades in financial regulation; Noah Perlman, former federal prosecutor now leading compliance; Astra Cai, sanctions specialist overseeing investigations. They respond to high‑profile media claims. Conversations cover internal timelines, investigative workflows, KYC and sanctions controls, multi‑hop blockchain flows, law‑enforcement cooperation, AI and compliance upgrades.

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.

Sam Lee, President and CEO of NorthIsle Copper and Gold Inc., leads development of a dual copper-gold porphyry district. He discusses how geopolitical stockpiling and a 'wartime' economy are reshaping critical minerals demand. Topics include U.S. copper strategic reserves, gold as a funding bridge for copper development, government and First Nations engagement, and NorthIsle’s exploration and de-risking milestones.

Gareth Soloway, President and Chief Market Strategist at Verified Investing, is a macro and technical market analyst. He talks market downside risk for stocks, big S&P technical targets, oil and geopolitical supply shocks, a short-term bullish Bitcoin bounce, gold’s safe-haven run, and strategies for preserving wealth amid uncertainty.

David Busch, CIO of Trajan Wealth and value-focused portfolio manager, discusses how tariffs, rising core inflation, and AI infrastructure are reshaping markets. He covers sector rotation from big tech into value, materials, industrials and utilities. Labor shifts from AI automation and implications for consumer spending and fixed-income positioning round out the conversation.

Robin Brooks, Senior Fellow at Brookings and former IMF economist, offers a global macro tour. He argues foreign flows disprove a broad 'sell America' trend. He highlights opportunities in emerging markets and commodities. He discusses gold demand, reserve manager behavior, China’s EV exports, and a bleak near-term outlook for the Ukraine war.

Frank Giustra, CEO of the Fiore Group and veteran mining and media investor, discusses metals, markets, and geopolitics. He explains the difference between physical and paper gold, why a bigger gold surge may still be coming, and how an attack on Iran could shock oil and metals. He also covers energy dividends, copper supply challenges, and skepticism about Bitcoin rallies.

Matt Gertken, Chief Geopolitical Strategist at BCA Research, offers sharp geopolitical and trade analysis. He breaks down the Supreme Court ruling on tariff authority and possible legal workarounds. He assesses Iran strike risks, military posture, and how markets and commodities might tilt in response. He also covers political constraints around tariffs and election-year economic tools.