The David Lin Report

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Bob Thompson, Senior Portfolio Manager at Raymond James, explains why he believes we are in the middle innings of a commodity bull market cycle, with the easy money already made in gold and mining stocks but significant upside still ahead as generalist investors have yet to rotate into the sector.*This video was recorded on March 3, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BOB THOMPSON:X (@bobthompsonrj): https://x.com/bobthompsonrj"The Gold Digger" Newsletter: https://Miningwealth.ca "Stock Market Superstars" Book: https://www.amazon.com/Stock-Market-Superstars-Secrets-Canadas-ebook/dp/B00378L7QS?crid=2A563KFB3BGXX&dib=eyJ2IjoiMSJ9.oUxOIzuMDabINSgJAbH_ZmqNkejmE5AlJ73-w-s-6zqOEcHXqQXTZO6R0xTa8vpmTJmCBa8h3T0vs3i4qlL8qQKq0TW4WLFIA3DIhDNVaV4.3gkEQnQGth0mG8inkV2_bsRi0Yg-f4Xe7MX2nc51CEQ&dib_tag=se&keywords=bob+thompson+traders&qid=1772647036&sprefix=bob+thompson+trader%2Caps%2C156&sr=8-2FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:40 - PDAC conference sentiment4:35 - GDX and mining rally8:05 - TSX vs. Dow10:46 - USD14:39 - Short-term sell-off19:32 - Energy24:03 - Canada’s top traders27:32 - ‘The Mining Clock’#investing #stocks #gold

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., argues that gold, silver, and commodities are still early in a long-term bull cycle driven by unsustainable government debt levels, and he is positioning his new fund in mining, energy, and Latin American emerging markets for the next decade.Watch Tavi's last interview with David: https://youtu.be/2kb9pk_G2Dw*This video was recorded on March 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:X (@TaviCosta): https://x.com/TaviCostaSubstack: https://tavicosta.substack.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:15 - Tavi’s investment themes and the great rotation4:36 - Iran conflict6:49 - Monetary policy10:39 - Hedging the dollar12:31 - Mining stocks and gold18:30 - Brazil20:18 - What’s gold doing next?23:55 - De-dollarization26:25 - Silver27:49 - Retirement31:22 - Miners, copper, energy and the next commodity wave36:28 - Avoiding mistakes and Tavi’s new venture42:52 - Hyperinflation risk and personal wealth protection#gold #economy #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!David Hay, Founder of Haymaker Publications and retired former co-CIO of Evergreen Gavekal, argues that American market dominance is fading and investors should shift toward international stocks, hard assets, and selective opportunities in places like China while taking profits on overextended positions.*This video was recorded on February 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID HAY:Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro1:24 - Americans leaving the U.S.4:24 - End of U.S. market exceptionalism8:45 - Chinese stocks10:00 - David Hay’s top stock picks15:00 - Net foreign buying of U.S. equities17:08 - Global recession before 2027?19:08 - U.S. recession probability20:47 - U.S. dollar vs capital inflows22:03 - U.S. safe haven status eroding24:00 - Sell signal: cash levels at record lows25:45 - Gold vs. Treasuries28:18 - Mining shares performance33:37 - Silver34:30 - AI and unemployment36:36 - Assets that David Hay don’t like38:25 - Software stocks vs. AI41:26 - International stocks#stocks #economy #investing

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Chris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, sees the overnight oil and gold spikes triggered by US strikes on Iran as short-term capitulation moves likely to fade, has moved entirely to cash on bearish stock and Bitcoin charts, and is waiting for gold to build a proper base before re-entering any positions. Watch Chris' last interview with David: https://youtu.be/m-C4-4UXWCg*This video was recorded on March 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHRIS VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/?am_id=david8420YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:06 - Oil price moves8:17 - Equities gapping down, key levels and trading philosophy18:52 - Bitcoin21:40 - Bonds and life signs23:42 - Gold, silver and miners#stocks #trading #investing

Rick Rule, Founder of Rule Investment Media and former CEO of Sprott U.S., sold most of his physical silver right before the metal's biggest single-day drop, of 30% in early February, since 1980. Now, he's warning that this next asset's quote could "go crazy".Watch Rick's last interview with me when he announced he sold his silver position: https://youtu.be/Hajihuix6T0?si=e7WU44Ds5dCzMz5fREGISTER NOW for the Rule Symposium: https://cvent.me/kdOzEN?RefId=David+Lin+Report"This video was disseminated on behalf of Kootenay Silver Inc. (OCTQX: KOOYF) and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/KOOYF-233*This video was recorded on February 27, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/Twitter (@RealRickRule): https://twitter.com/RealRickRuleYouTube: https://www.youtube.com/@RuleInvestmentMediaRule Classroom: https://ruleclassroom.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro1:25 - Why Rick sold silver6:15 - Why gold and silver prices fell 11:21 - Did Rick buy back silver?14:33 - Will oil go out of control?24:41 - Natural gas26:43 - 2026’s key investment themes31:17 - Wealth preservation 35:33 - Retirement planning 39:45 - Uranium 41:55 - Wheaton Precious Metals and BHP45:20 - Resource stocks investing