Discussed On
Episodes
The David Lin Report · Jul 28, 2026
Peter Grandich Sold All His Stocks, Here’s What He’s Buying Instead
Petrodollar decline and de-dollarizationU.S. equity market valuation and AI bubble riskPrecious metals investment thesis (gold, silver, copper)Critical minerals supply shortageFederal Reserve interest rate policy and inflation
View AnalysisEconomist Podcasts · Apr 30, 2026
Drill pickle: oil prices still misjudge shock
Oil price volatility and market dynamicsStrait of Hormuz closure impactOPEC cartel dissolutionEnergy supply shock managementDeveloping country demand destruction
View Analysis