Markets 'Primed To Fall': Which Assets Will Survive Coming Wipeout? | Adrian Day

Markets 'Primed To Fall': Which Assets Will Survive Coming Wipeout? | Adrian Day

Author: The David Lin Report February 4, 2026 Duration: 28:15

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+ Adrian Day, President of Adrian Day Asset Management, argues that gold is far from its top because sentiment and fund flows remain subdued, and he considers gold his highest conviction investment for 2026.Watch Adrian’s last interview with David: https://youtu.be/9TUwrOrjYfU*This video was recorded on January 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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.0:49 - Gold topping?4:23 - Gold fund strategy and miner valuations10:42 - Inflation and treasuries13:39 - Fed Chair nominee18:47 - Overlooked opportunities22:46 - Foreign markets and value traps26:12 - Highest conviction trade for 2026#gold #investing #economy


The David Lin Report is a news and business podcast for curious listeners who want clear, timely insight into what really moves markets and shapes our world. Hosted by The David Lin Report, each episode dives into the most impactful market-moving events, breaking down complex developments into practical takeaways you can use to better understand finance, economics, science, and technology. Expect in-depth interviews with leading experts, sharp analysis of current events, and nuanced discussions that connect market headlines to broader economic and technological trends. Whether you're a professional, an active investor, or simply interested in how global forces affect everyday life, this show helps you cut through the noise. Tune in and listen episodes that inform, challenge, and expand your perspective on today’s fast-changing landscape.
Author: Language: English Episodes: 100

The David Lin Report
Podcast Episodes
Fed’s Next Move Revealed: When Is Rate Cut Coming? | Axel Merk [not-audio_url] [/not-audio_url]

Duration: 46:05
Start earning interest in gold: https://Monetary-Metals.com/LinAxel Merk, President and CIO of Merk Investments, discusses the future of monetary policy, the shifting global order, and what both mean for gold and the bro…