Onairium
Radio Live - Podcasts - The David Lin Report - Fund Manager Reveals Next Market Explosion And How To Survive | Bob Thompson

Fund Manager Reveals Next Market Explosion And How To Survive | Bob Thompson


Author: The David Lin Report March 5, 2026 Duration: 32:53
Podcast episode
Fund Manager Reveals Next Market Explosion And How To Survive | Bob Thompson
The David Lin Report

NewsBusiness

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 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.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


More episodes

Duration: 38:23
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Lance Breitstein, Host of TheOneLanceB, explains why quantum computing topped out, how he trades Bitcoin capitulations using Bollinger bands, and why he believes the S&P 500 already had its major correction in April. *This video was recorded on December 8, 2025.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 LANCE BREITSTEIN:X (@TheOneLanceB): https://x.com/TheOneLanceBYouTube: https://www.youtube.com/@UCzksXiC-Ju-DTIZmMiaOVfQ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@…

Duration: 38:39
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Dr. Richard Smith, Chairman of the Board and Executive Director, Foundation for the Study of Cycles, predicts Bitcoin will bottom soon and a debt crisis may arrive in mid-2026 as the government struggles to keep Treasury yields low. Watch Richard's last interview with David: https://www.youtube.com/watch?v=dgwyn3Lzyk4*This video was recorded on December 8, 2025.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 RICHARD SMITH:X (@studyofcycles): https://x.com/studyofcyclesYouTube: https://www.youtube.com/@FSCtvNewsletter: https://cycles.org/free-newsletter/Foundation For The Study Of Cycles website: http…

Duration: 47:19
Start earning interest in gold: https://Monetary-Metals.com/LinKeith Weiner, Founder & CEO, Monetary Metals, explains why gold and silver hit record highs, who is actually buying precious metals around the world, and how his company pays interest on physical gold holdings. *This video was recorded on December 3, 2025 and is sponsored by Monetary Metals.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 KEITH WEINER AND MONETARY METALS:Website: https://www.monetary-metals.com/X (@RealKeithWeiner): https://x.com/RealKeithWeinerX (@monetary_metals): https://x.com/Monetary_MetalsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin…

Duration: 39:12
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses his inflation warning, and the consequences to markets of an unwinding of the Yen carry trade. *This video was recorded on December 5, 2025To 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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@da…

Duration: 45:19
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jason Shapiro, founder of the Crowded Market Report, explains why trying to pick market tops loses money and why the bull market continues despite widespread bearish sentiment.Watch Jason's last interview with David: https://www.youtube.com/watch?v=b08zDSzLSLA*This video was recorded on December 3, 2025.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 JASON SHAPIRO:Crowded Market Report: https://www.crowdedmarketreport.com/X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_RptFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstag…

Duration: 53:08
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinArthur Laffer, Chairman of Laffer Associates, and renowned economist known for the "Laffer Curve", argues that President Trump's plan to cut taxes will fix the economy by lowering prices and creating more jobs. Watch Art's last interview with David: https://youtu.be/GhEcmk4sleMWatch Art's panel with Steve Hanke: https://youtu.be/IMi0a55Qgx8Watch Art's panel with Richard Wolff: https://youtu.be/HWMlhAAfKcg*This video was recorded on December 2, 2025.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 ARTHUR LAFFER:"Taxes Have Consequences": https://www.amazon.ca/Taxes-Have-Consequences-Income-History/dp/1637585640The Laffer Center…

Duration: 28:56
Start earning interest in gold: https://Monetary-Metals.com/LinMichael Gayed, Portfolio Manager for The Free Markets ETF, warns that rising Japanese interest rates could trigger a global market selloff but sees healthcare as a strong opportunity for 2025.Watch Michael's last interview with David: https://www.youtube.com/watch?v=qYkJ8k12diU*This video was recorded on December 2, 2025.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 MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidl…

Duration: 38:34
To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwWatch CoolWallet CEO Michael Ou's interview with me: https://youtu.be/R5XLKIcyOvI?si=lG7aR7dHyOV5N0N2Alice Liu, Head Of Research, CoinMarketCap, explains how Bitcoin's $400 billion crash drove fear to record lows, signaling the bottom is in and new all-time highs could come early in 2026.*This video was recorded on November 26, 2025.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 ALICE LIU:X (@AliceCrypto3): https://x.com/AliceCrypto3LinkedIn: https://www.linkedin.com/in/alicejingliu/CoinMarketCap website: https://coinmarketcap.com/X (@CoinMarketCap): https://x.com/CoinMarketCapFOLLOW DAVID LIN:X (@davidlin_TV):…

Duration: 39:51
To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwWatch my interview with CoolWallet Founder Michael Ou: https://www.youtube.com/watch?v=R5XLKIcyOvIBart Smith, CEO, Avalanche Treasury Company, explains why Bitcoin is down 30% from its highs and how his Avalanche Treasury Company offers investors a new way to invest in crypto. *This video was recorded on November 18, 2025.Subscribe 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 BART SMITH:X (@gbartsmith): https://x.com/gbartsmithX (@avat_co): https://x.com/avat_coFOLLOW 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.com*This video i…

Duration: 41:22
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669*This video was recorded on November 24, 2025 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/davidlin/YouTube 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, rea…

Duration: 51:40
Start earning interest in gold: https://Monetary-Metals.com/LinJim Welsh, Founder, Author, Macro Tides, expects stocks to enter a secular bear market soon despite no immediate recession, driven by extreme valuations, weakening consumers, and technical warning signs. *This video was recorded on November 19, 2025.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 JIM WELSH:X (@jimwelshmacro): https://x.com/JimWelshMacroWebsite for Macro Tides: https://www.macrotides.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.com*T…

Duration: 41:42
Sam Burns, Chief Strategist of Mill Street Research, discusses the labor market, economic growth, and where capital in the markets are rotating to. *This video was recorded on November 20, 2025To 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 SAM BURNS:Mill Street Research: https://www.millstreetresearch.com/Twitter (@MillStResearch): https://twitter.com/MillStResearchFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and…

Duration: 37:31
To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwWatch CoolWallet CEO Michael Ou's interview with me: https://youtu.be/R5XLKIcyOvI?si=lG7aR7dHyOV5N0N2Watch Matthew's last interview with me: https://youtu.be/If99jfM_XFA?si=8xrZR8nFumTCPsX4*This video was recorded on Nov. 20, 2025Subscribe 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 MATTHEW SIGEL:X (@matthew_sigel): https://x.com/matthew_sigelVanEck: https://www.vaneck.com/us/en/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.com*This video is not financial advice. The channel is not responsible for the performance of spons…

Duration: 49:32
Start earning interest in gold: https://Monetary-Metals.com/LinSteve Hanke, Professor of Applied Economics at Johns Hopkins University, warns that New York's new mayor's plans for free buses, rent freezes, and $30 minimum wage will bankrupt the city and hurt the people they are meant to help.Watch Prof. Hanke's previous interview with David: https://www.youtube.com/watch?v=2IJxt4xlXQc*This video was recorded on November 19, 2025.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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW D…

Duration: 33:57
Start earning interest in gold: https://Monetary-Metals.com/LinDanielle DiMartino Booth, CEO of QI Research, says The Fed needs to cut interest rates more aggressively because the labor market is deteriorating rapidly and consumers are drowning in debt even though stock markets remain near all-time highs. Watch Danielle’s last interview with David: https://www.youtube.com/watch?v=WY9uUA3dKTQ*This video was recorded on November 20, 2025.Subscribe 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 DANIELLE DIMARTINO BOOTH:For PRO: Visit this link sign up at this link: https://quillintelligence.com/register/weekly-quill-annual/When checking out, use this coupon code: QITenYears For Substack Feather: To receive 20% off your first year, visit: https://dimartinobooth.substack.com/QITenYearsX (@DiMartinoBooth): https://x.co…

«1...456789101112...52»
Logo
Select station
—
VOL