The David Lin Report

Michael Williams, Executive Chair and founder of Aftermath Silver, is a mining entrepreneur focused on polymetallic projects in Peru and Chile. He discusses why silver could soar to $80–$200, how industrial demand and AI/solar shift uses, the open-pit Baranguila deposit strategy, manganese’s battery role, and how juniors can deliver leveraged upside through drilling and development.

Jason Shapiro, founder of the Crowded Market Report and veteran trader who tracks positioning across markets, breaks down the biggest crowded trades. He flags massive short interest in bonds, heavy sugar shorts and their spillover into energy, and a materials/energy rotation. Short, punchy takes on positioning, parabolic moves, and what he is watching next.

Daryl Fairweather, Redfin’s chief economist who analyzes U.S. housing, mortgage rates, and affordability. She explains why mortgage rates created the first real buyer’s market since 2008. She discusses where price corrections are happening, why supply is so tight, how builders and homeowners react differently, and what policies could improve affordability.

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, warns markets may be overdue for a major flush. He argues U.S. Treasuries, especially the 30-year, could outperform while gold, silver, and crypto face retracement risk. Bitcoin as a risk indicator, metal-stock linkages, stablecoins and dollar flows, and Fed policy risks are all covered in short, pointed discussion.

Clem Chambers, founder of ANewFN and market commentator, offers bold market forecasts. He recounts selling silver at the top and warns copper could go parabolic next. He predicts a prolonged Bitcoin winter into the 30s and says stocks will bubble then crash within two years. He explains why metals move together and when to exit a hockey-stick rally.

Dan Wilton, CEO of First Mining Gold and seasoned mining executive, discusses a potential surge in gold tied to weakening fiat and shifting geopolitical trust. He covers gold's new link with bond yields, central banks reversing to buying gold, and why miners may still be undervalued. He also updates on the Springpole project timeline and permitting progress.

Ronald-Peter Stoeferle, managing partner of Incrementum AG and author of the In Gold We Trust report, makes a bold case for a much larger gold market. He discusses remonetization ideas, a shadow gold price tied to U.S. debt, and a potential U.S. reserve revaluation. He also covers emerging market demand, institutional flows from fixed income, and outlooks for silver, mining stocks, and Bitcoin.

Mike Allen, geologist and CEO of StrikePoint Gold, leads exploration in Nevada and junior mining. He discusses the recent gold and silver pullback as profit-taking. He explains why higher prices change project economics and make bold exploration viable. He outlines StrikePoint’s Hercules targets, planned drilling, timelines and possible valuation upside if resources convert.

Matthew Piepenburg, partner at Von Greyerz AG and gold market strategist, warns of a looming market time bomb tied to fiat debasement and $354 trillion debt dynamics. He covers derivative leverage risks, a commodity rotation, why gold’s rally signals systemic stress, silver supply shortages, geopolitical de-dollarization trends, and what a fiat breakdown would mean for everyday purchasing power.

Joe Ovsenek, CEO and president of Tudor Gold, a mining leader behind the Treaty Creek project. He discusses why today’s gold rally feels different, the role of central bank buying and geopolitics, plans for a high-grade underground mine, and how permitting, financing, and majors’ discipline shape mining strategy.