Episode Details

Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Watch Adrian's last interview with David: https://youtu.be/R7L6c6VJbJgAdrian Day, President of Adrian Day Asset Management, discusses the systemic risks facing markets from rising oil prices and geopolitical conflict, the growing stress in private credit, and where he sees opportunity across gold, commodities, and international stocks.*This video was recorded on April 4, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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.0:55 - System risks and higher oil6:08 - Labor market9:10 - Bond yields and rate cut expectations14:02 - Biggest risks: private credit and Iran20:04 - Selling oil stocks25:46 - Gold36:08 - Top holdings#gold #investing #economy