About this video

• Video Title: How Chen Lin is investing in 2026.
• Channel: Jay Taylor Media
• Speakers: Jay Taylor, Chen Lin
• Duration: 00:45:29

Overview

This video features a discussion between Jay Taylor and Chen Lin about investment strategies and market outlooks, particularly focusing on precious metals like silver and gold, as well as junior mining companies. They also touch upon broader economic and political factors influencing these markets, including potential policy changes and geopolitical events.

Key takeaways

• Silver Market Outlook: Chen Lin is highly optimistic about silver in 2026, predicting it could triple in value. He highlights historical Chinese affinity for silver as money and the increasing demand for silver as a critical metal in technology and warfare (drones).
• China's Role in Silver: The potential for China to monetize silver is seen as a significant factor that could keep its price in triple digits for an extended period.
• Geopolitical and Economic Factors: The discussion links market movements to geopolitical events like the Ukraine conflict, potential US policy under Trump, and global economic conditions, including inflation and interest rates.
• Investment Strategies: Chen Lin is taking profits on some of his silver and gold positions, particularly in larger companies, and shifting focus to smaller, undervalued junior mining projects with significant upside potential.
• Junior Mining Opportunities: There's a strong emphasis on the potential of junior mining companies, with several specific examples discussed, including their geological prospects, management teams, and potential for growth or takeover.
• Midterm Election Impact: Chen Lin believes the US midterm elections will be crucial, impacting economic policies and potentially influencing market conditions significantly.
• Biotech Investment: NerveGen Pharma is highlighted as a promising biotech investment with potential applications in neurological conditions, recently listed on NASDAQ.

NerveGen Pharma is a biotech company that has listed on NASDAQ under the symbol N. Since Chen Lin last discussed it, the stock has more than doubled. The company has been featured on Fox News and ABC News, with its stock performance improving significantly after people saw videos demonstrating its potential to help individuals with spinal cord injuries walk again.

Currently listed on NASDAQ, NerveGen Pharma's future performance is dependent on its progress with the FDA. Chen Lin expects the company to conduct a significant funding round this year, which would fully finance its operations for an extended period. He has taken some profits but believes the stock has strong future potential, especially after the expected funding round, as it aims to help people with spinal cord injuries regain mobility and potentially has other neurological applications.

Chen Lin highlights several junior mining companies as promising investments:

• Equinox Gold: While he has been taking profits, he still sees upside potential due to its growth prospects, particularly with a new project in Nova Scotia acquired from Calibra. He notes that its options have seen substantial gains.
• West Gold Mines: He describes the company as "good" with a strong management team, though the stock has been range-bound. He believes they generate significant free cash flow and could benefit from share buybacks.
• Snowline Gold: Chen Lin still likes this company despite having sold too early. He has visited the project in the Yukon and believes it's a great project with permitting potential, though he acknowledges the challenge of building a road due to its proximity to a national park.
• Goliath Gold: He considers this a spectacular discovery with high-grade gold and visible gold in most drill holes, seeing no limit to its potential so far.
• Juggernaut Exploration: Geologically similar to Goliath Gold, this company is seen as one of the most exciting exploration stories with potential for significant upside and a tighter share structure.
• SK Mining: This company experienced a significant drop but is showing promise with a potential discovery to the south. It has a strong balance sheet, not requiring further fundraising for drilling this year.
• American Pacific: This company is mentioned for its upcoming spin-off, ICG, which is a Nevada-based gold and silver company set to IPO. American Pacific also has a copper project (Viza Copper) that is performing well.
• Golden Cross Resources: Chen Lin likes its geological prospects, and its proximity to the larger Southern Cross company in Australia makes it a potential takeover target.
• Aino Silver: Described as a "superstar" and the top-performing silver stock last year, Aino Silver experienced a significant rally after acquiring a project from Core and achieving free cash flow, a significant change for the company.
• Apollo Silver: This company has a near-term catalyst with its social license in Mexico and also holds a silver project in California. It is expected to list on the New York Stock Exchange this year.
• Silvercore: This company experienced a rapid double in value shortly after a previous discussion, attributed to its compelling valuation and positive investor sentiment following an interview.
• Sera Del Pasco: Despite regulatory issues in Peru, Chen Lin believes the company is ready to advance, especially with potential funding from the United States, which could influence the Peruvian government.