The David Lin Report

David Rosenberg, economist and president of Rosenberg Research & Associates, offers macro and market strategy views. He warns gold and silver are secularly bullish but currently overbought. He compares setups to 1987 and flags sharp pullback risk. He discusses bond and duration risks, the negative equity risk premium in US stocks, and assets he favors for 2026.

Clem Chambers, founder of ANewFN and macro/commodity commentator, explains his market choreography. He recounts selling silver at the top and warns metals move in parabolic waves. He highlights copper as the next potential hockey-stick move, predicts a prolonged Bitcoin winter, and cautions stocks may bubble then crash within two years.

Jeff Christian, Managing Partner of CPM Group and precious metals analyst, breaks down recent wild swings in gold and silver. He explains why metals surged then corrected, how ETF flows and algorithmic trading amplify moves, and why political shocks and Fed dynamics add volatility. He also outlines price floors and ceilings and what could drive metals higher through 2026.

Jim McDonald, CEO of Kootenay Silver and seasoned silver-market forecaster, discusses why silver blew past $100 and where it could go next. He covers structural supply deficits, industrial demand limits, Mexico-focused exploration and a 50,000m Columba drill program. He also explains financing, project prioritization, and scenarios that could push silver much higher.

Adrian Day, president of Adrian Day Asset Management and portfolio manager known for precious metals and macro calls. He argues gold is far from a top and explains why flows and sentiment matter. He discusses how he sizes gold in portfolios, central bank buying, miners and other commodity plays, and why some foreign markets may outperform the U.S.

Mark Skousen, economist and author known for gross output metrics and commodity insight, and Steve Hanke, Johns Hopkins professor and currency specialist, debate inflation, money supply, and political risks. They discuss gross output versus GDP, supply-chain drag, central bank buying, and whether gold, silver, Bitcoin, and other commodities have more upside ahead.

Danielle DiMartino Booth, economist and CEO of QI Research, offers sharp macro and market commentary. She breaks down the sudden gold and silver crash and the fundamentals behind precious metals. She weighs the likely policies of incoming Fed chair Kevin Warsh and the ripple effects on yields. She also discusses AI-driven layoffs, inventory restocking, and why defensive investment positioning may be prudent in 2026.

Ian Harris, CEO of Copper Giant — a mining executive focused on copper exploration and development. He unpacks why copper has surged, the role of China’s refining and real supply constraints. He discusses underinvestment creating a potential multi-year metals supercycle, geopolitics driving friendshoring, and Copper Giant’s milestones and 2026 roadmap.

Peter Schiff, chief economist and founder of SchiffGold, warns of a looming dollar and sovereign debt crisis. He highlights gold and silver breakouts as a market repricing. He argues central bank demand and a shift away from dollar dominance will reshape global winners. He recommends long-term holdings in metals, miners, and commodity-linked assets.

Peter Krauth, author and longtime silver-market analyst behind The Great Silver Bull and Silver Stock Investor, sticks to a bold $300 silver thesis. He breaks down structural supply deficits and why $50 could become a new floor. He maps a mania-driven roadmap to triple-digit silver, examines mining costs and inventory draws, and debates industrial demand, ratios, and timing.