The David Lin Report, Released on 2/3/26 (Recorded on 2/2/26)

Danielle DiMartino Booth, CEO of QI Research, discusses the recent gold and silver crash, incoming Fed Chair Kevin Warsh’s likely policies, and why 2026 may be a difficult year requiring defensive investment positioning.

0:00 – Intro.
1:48 – Gold and silver
5:24 – Kevin Warsh and The Fed
10:50 – Fed Rate predictions and stock market implications
13:11 – Rising bond yields and Japan’s warning
15:19 – Labor market and UBI
20:06 – Manufacturing data
23:44 – Is America still the best investment destination?
27:19 – 2026 outlook

Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm. She spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas. Danielle left the Fed in 2015 to found Money Strong, LLC, an economic consulting firm and launched a weekly economic newsletter She is the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America. DiMartino Booth began her career in New York at Donaldson, Lufkin & Jenrette and Credit Suisse, where she worked fixed income and the public and private equity markets. Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

  economy, federal reserve, investing