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!George Noble, Managing Partner of Noble Capital Advisors and Author of “The Noble Update," discusses the risks facing the AI and technology boom, the case for energy and gold, and why investors should focus on valuations, earnings, and market cycles rather than momentumRegister here for "Best Stock Ideas Online Summit" happening July 22, 2026: https://noble-capevents.com/Watch George's last interview: https://youtu.be/mitZmJdSFzI*This video was recorded on July 20, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 GEORGE NOBLE:George's X: https://x.com/gnoble79“The Noble Update” Substack: https://georgenoble.substack.com/Summit website: https://noble-capevents.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 david@thedavidlinreport.comDISCLAIMER: 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.00:00 - Intro.02:21 - Semiconductor Selloff and the AI Bubble Unwind11:25 - Intel Crash and 17x Dot-Com Malinvestment14:25 - Gold Bottom, $10,000 Target and Rising Rates18:06 - Fed Policy, Bond Yields and the U.S. Debt Trap23:12 - Short Tech, Long Energy and the Oil Squeeze28:52 - SpaceX Collapse, Share Unlocks and $30 Target34:16 - Tesla, Oracle and OpenAI Bankruptcy Warnings38:18 - AI Profitability, Market Cycles and Investing Lessons#investing #stocks #economy

Learn more about Brixton Metals (TSXV: BBB | OTCQB: BBBXF) here: https://brixtonmetals.com/Chance Finucane, Chief Investment Officer of Oxbow Advisors, explains how Oxbow Advisors is navigating expensive AI stocks, renewed opportunities in energy and precious metals, geopolitical uncertainty, inflation, interest rates, and changing market leadership.Watch Chance's last interview: https://youtu.be/bIvSMirawyg*This video was recorded on July 16, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ X (@chancefinucane): https://x.com/ChanceFinucaneX (@Oxbow_Advisors): https://x.com/oxbow_advisorsFOLLOW 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 david@thedavidlinreport.comDISCLAIMER: 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.00:00 — Intro.00:34 — Portfolio Rotation Into Energy and Precious Metals02:18 — Buying the Dip in Gold and Silver05:04 — AI Stocks and 40% Downside Risk09:04 — How the Iran War Changed the Portfolio14:34 — Oil Prices and the Energy Investment Thesis18:14 — Fed Policy, Inflation and Consumer Weakness21:03 — Extreme AI Valuations and the Coming Unwind25:39 — Market Rotation, Bonds and the Next Decline#stocks #economy #investing

Start earning interest in gold: https://Monetary-Metals.com/LinBrent Cook, Founder of Exploration Insights, discusses how to evaluate mining stocks, identify quality exploration projects, assess takeover potential, and manage geological and jurisdictional risks.Watch Brent's last interview: https://youtu.be/Ctbk5Vv5LOo*This video was recorded on July 14, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 BRENT COOK:X (@BrentCookGeo): https://x.com/BrentCookgeoX (@explorationIns1): https://x.com/ExplorationIns1Exploration Insights Website: https://explorationinsights.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 david@thedavidlinreport.comDISCLAIMER: 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.00:00 - Intro.02:30 - Junior Financing and Market Selectivity04:48 - Finding High-Upside Acquisition Targets08:30 - Mining Valuations and M&A Cycle Signals11:44 - What Makes a Project Buyout-Ready15:26 - Gold’s Outlook and the Talon Metals Thesis19:19 - Common Mistakes When Picking Mining Stocks21:53 - Jurisdiction, Permitting, and Metals Outlook28:12 - Site Visits and Evaluating Drill Results#gold #investing #economy

Start earning interest in gold: https://Monetary-Metals.com/LinKai Hoffmann, Founder and Managing Director for Soar Financial Partners, explains how geopolitics, interest rates, capital flows, and company quality are shaping gold, copper, and mining stocks.Watch Kai's last interview: https://youtu.be/omQ4L7UwFkA*This video was recorded on July 7, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 KAI HOFFMANN:X (@jrminingguy): https://x.com/JrMiningGuyYouTube: https://www.youtube.com/soarfinancialSOAR Financial Partners: https://www.soarfinancial.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 david@thedavidlinreport.comDISCLAIMER: 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.0:35 - Gold vs. copper: What is driving each market?2:14 - AI bubble and recession risks for commodities4:05 - Oil, gold and the Iran war trade7:56 - How Kai is positioning his mining fund11:03 - Junior mining financing and whether the sector has topped14:23 - Making money from mining stocks if gold stays flat21:00 - Gold’s safe-haven role and the strength of the dollar27:22 - Copper supply shortages and the critical-minerals race#mining #gold #investing

For more information on Palisades Goldcorp (TSX-V: PALI), check out their website: https://palisades.ca/Collin Kettell, Founder & CEO of Palisades Goldcorp (TSX-V: PALI), discusses Palisades Goldcorp’s junior-mining investment model, its warrant-focused strategy, financing conditions, portfolio construction, and how investors can approach the resource sector.*This video was recorded on July 7, 2026 and is sponsored by Palisades Goldcorp (TSX-V: PALI).To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 COLLIN KETTELL AND PALISADES GOLDCORP:X: https://x.com/CollinKettellWebsite: https://palisades.ca/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 david@thedavidlinreport.comDISCLAIMER: 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.2:05 — Is Capital Available for Junior Miners?4:19 — Why ETFs Struggle With Junior Mining6:51 — Gold Sentiment and the Missing Retail Investor9:36 — Building a Diversified Commodity Portfolio11:20 — The Strategy Behind 1.7 Billion Warrants15:17 — Palisades Gold’s Team and Board17:23 — Portfolio Milestones and Warrant Expirations19:24 — Collin Kettell’s Background and Advice for Beginners#investing #gold #mining