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

EPISODE · Feb 4, 2026 · 28 MIN

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

from The David Lin Report · host The David Lin Report

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 [email protected]: 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

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 [email protected]: 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

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

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This episode was published on February 4, 2026.

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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...

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