About this episode

David Hay discusses the hidden risks and opportunities in the current investment landscape influenced by global energy markets and geopolitical tensions.

Start earning interest in gold: https://Monetary-Metals.com/Lin David Hay, Founder of Haymaker Publications and retired former co-CIO of Evergreen Gavekal, discusses the hidden risks and overlooked opportunities emerging from global energy markets, geopolitical tensions, AI-driven demand growth, and today's increasingly fragile investment landscape.Watch David Hay's last interview: https://youtu.be/T9OYjEu_1Ls*This video was recorded on June 5, 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 DAVID HAY:Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0FOLLOW 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…

People in this episode

Host: David Lin

Guest: David Hay

Topics covered

• global energy markets
• geopolitical tensions
• AI-driven demand growth
• investment landscape
• financial risks
• market opportunities

Sponsors

Monetary Metals, CoolWallet

Mentioned in this episode

Organizations: Haymaker Publications, Evergreen Gavekal

More episodes of The David Lin Report

• 50% Crash, 0% Inflation Next; ‘Endgame’ Has Begun Warns Analyst | Mike McGlone · June 12, 2026 · 39 min
• Meltdown Begins: Trader Called Pullback, Warns Another 50% Crash Next | Gareth Soloway · June 10, 2026 · 34 min
• Should You Buy The SpaceX IPO? Fund Manager Answers | Will Rhind · June 10, 2026 · 35 min
• AI’s Biggest Bottleneck Is America’s Next National Emergency | Algo Grande Copper · June 9, 2026 · 35 min
• S&P 500 Has ‘No Chance’ As AI Mania Unravels, Warns Fund Manager | Bill Smead · June 8, 2026 · 41 min
• The Next Economic Shock Has Already Started, Warns Economist Nomi Prins · June 8, 2026 · 47 min

Explore listener stats, chart rankings, contacts and more on the The David Lin Report podcast page.