The David Lin Report

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.

Peter Grandich, founder of Peter Grandich & Company and longtime precious metals commentator, warns that mounting national debt will crush living standards within a decade. He discusses why gold and silver stay in a long bull market. He outlines why stocks may have topped and the fiscal pressures that will raise taxes, fees, defaults, and social unrest.

Danny Moses, former Wall Street trader and founder of Moses Ventures, famed for his 'Big Short' trade and market commentary. He warns about a fragile financial system amid rising global debt and a weakening dollar. He discusses risks from treasuries and commodities, bullish convictions in energy, uranium, gold, and silver, and how geopolitics and policy choices could spark rapid market moves.

Steve Hanke, Johns Hopkins applied economics professor and currency expert, offers sharp takes on Iran’s partial Strait of Hormuz closure and why markets barely flinched. He analyzes potential oil disruptions and military risks. He also dismisses reports of Russia returning to the dollar and warns that bank deregulation and M2 growth could nudge inflation higher.

Michael Gentile, strategic investor and Bastion Asset Management co-founder, focuses on metals and resource investing. He discusses central banks buying gold, de‑dollarization, rising sovereign debt, and why miners may be undervalued. He also contrasts AI-driven tech froth with durable cash flows in commodities and flags the potential for a major rotation into metals.

Robert Kiyosaki, bestselling author of Rich Dad Poor Dad and longtime investor in precious metals, argues silver and gold will surge as the dollar weakens. He links silver’s rise to tech and EV demand and warns of monetary upheaval, nationalization risks, and why he counts ounces not dollars. Short, bold takes on money, shortages, and financial survival.

Ken Armstrong, CEO of Westhaven Gold Corp., is a geologist-turned-mining executive leading Westhaven’s exploration and development. He discusses gold’s price dynamics and why higher prices change economics but not geology. Conversation covers Westhaven’s Shovelnose discoveries, the Dundee partnership, funding and governance, regional infrastructure, and upcoming 2026 milestones.

Ole Hansen, Head of Commodity Strategy at Saxo Bank, is a seasoned commodity markets strategist. He covers why AI hype is unraveling and how that shifts capital flows. He discusses rotations into cyclical and materials names, constraints on Fed policy and stimulus, and what that means for gold, silver, and oil outlooks in 2026.

John Wu, President of Ava Labs — a blockchain entrepreneur and former Wall Street tech investor — talks about the market shifting from early adopters to institutions. He covers the explosive growth of stablecoins and enterprise use cases like loyalty and AI verification. He also discusses macro influences on crypto, institutional behavior, and how Avalanche is positioning as a technology play.

John Feneck, founder and CEO of Feneck Consulting and market strategist focused on precious metals, warns the broad market may face a 20% correction from a triple-top pattern. He discusses AI-driven sector risk, tools for timing trades, why gold and silver equities are underowned, central bank buying, and rotation into materials and mining stocks.