David Lin

David Woo predicts a 20% NASDAQ crash in the second half of 2026 as the AI bubble bursts, with capex spending expected to unwind. He argues that major tech hyperscalers have overinvested in chips with poor returns, while gold will rally once real yields fall and the Fed cuts rates following an economic slowdown.

Ryan King, EVP of Capital Markets at Equinox Gold, discusses the gold market's surge to record highs driven by currency devaluation and debt concerns, predicting a major sovereign debt crisis. He highlights Equinox's merger with Orla Mining to create a 1.1 million ounce annual producer, while addressing recent market corrections and valuation opportunities in the gold mining sector.

Portfolio manager Sam Rahman discusses the recent tech selloff led by semiconductor stocks unwinding from AI hype, argues that LLMs will become commoditized while specialized language models represent the real future opportunity, and maintains bullish conviction that the NASDAQ will finish positive for 2024 despite near-term headwinds from positioning and valuation concerns.

Chris Galipeau, Head Market Strategist at Franklin Templeton, argues that earnings growth—not geopolitics or Fed policy—drives stock market performance. He expects Q2 earnings to exceed 15% year-over-year growth, recommends broadening investment exposure beyond the Mag Seven tech giants, and warns that semiconductor stocks have become dangerously extended and warrant pullbacks despite strong fundamentals.

Binance CEO Richard Teng discusses Bitcoin's evolution from a retail-driven to institutional asset class, outlines Binance's expansion into tokenized real-world assets and traditional securities trading, and addresses regulatory challenges in Europe while reaffirming the company's commitment to compliance and global expansion.

Economist Steve Hanke discusses how Federal Reserve monetary policy drives wealth inequality, market manipulation by 'big players,' and the risks of economic catastrophe from geopolitical tensions. He argues that stable, neutral monetary policy focused on the quantity of money is the solution, not minimum wage increases or price controls.

Grant Cardone discusses his warning that a 10-year Treasury yield hitting 6% would trigger a 1930s-style depression, explains his investment strategy combining real estate and Bitcoin, and shares his philosophy on wealth creation, relationships, and family legacy preservation.

Lyn Alden discusses fiscal dominance in the U.S. economy, the Iran ceasefire and its impact on oil prices and inflation, and asset allocation strategies in an environment where central banks have diminished effectiveness. She argues that higher interest rates are ineffective tools during fiscal dominance and analyzes risks in AI valuations and opportunities in Bitcoin and equities.

Steve Hanke discusses the new Fed chair Kevin Warsh's first FOMC meeting, arguing that inflation is driven primarily by money supply growth from commercial bank lending rather than the Fed funds rate. He contends the U.S. suffered a major strategic loss in the Iran conflict and warns that oil prices will rise again as inventories are replenished.