David Lin touched on all the key topics I've got on my mind these days in this interview. The main question is: what do we buy when our favorite picks are already at all-time (nominal) highs? The AI warning seems timely, given the beating that sector is taking this week in the markets...

Timestamps:

00:00 — Intro
01:48 — Silver
05:27 — Unemployment rate rises and the ‘Big Thing for 2026
10:24 — Data center hype
14:51 — Asset performance silver vs. Copper
20:27 — Copper supply crisis
26:38 — Gold
32:51 — Gold’s performance vs. other asset classes
36:58 — JP Morgan’s gold prediction