The David Lin Report, Released on 10/12/25 (Recorded on 10/9/25)

Jim Bianco, President of Bianco Research, discusses the market’s concentration risk, chances of a major correction, and what’s next for Bitcoin and precious metals.

0:00 – Intro
1:25 – Concentration bubble
8:30 – Retail investors
10:25 – Labor market
13:49 – Market correction
16:22 – Precious metals rally
18:49 – Market rotation
22:11 – Should you take profits?
24:30 – Small cap stocks
26:11 – What’s next for silver?
27:55 – What’s next for Bitcoin?
29:55 – Tokenization of real world assets
32:26 – Best performer for Q4 2025

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

  economy, investing, Jim Bianco, stocks