Episode Details

Economist and longtime investor Mark Skousen joins Wealthion’s Maggie Lake with a surprisingly bullish message: despite persistent inflation, rising interest rates, massive U.S. deficits and stretched technology valuations, he remains 100% invested in the stock market. Skousen explains why he believes the bull market can continue, even as he warns that some tech stocks “could fall in half and still be overvalued.” He breaks down the risks of an eventual market bubble, the impact of Federal Reserve policy and higher Treasury yields, and why he believes investors must prepare for what he calls a “permanent inflation” environment. Maggie and Mark also discuss AI stocks, the U.S. debt and Treasury market, gold, Bitcoin, copper, uranium, oil and energy stocks, plus why Skousen favors dividend-paying companies and diversification over trying to predict exactly when the next market crisis will hit. And despite the warning signs? Skousen says he’s staying with the trend until it breaks: “I’m fully invested. I’m 100% invested.” 💡 Mark Skousen believes investors are facing a “permanent inflation” environment — even as technology valuations look stretched and new market risks continue to build. Yet he remains 100% invested, relying on diversification, dividend-paying stocks and exposure to real assets to navigate what comes next. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for both the opportunities — and the risks — ahead: https://bit.ly/4xFx2Jr Chapters: 00:00 Cold Open: Bubble Risk, Inflation & Tech 00:19 Mark Skousen’s U.S. Economy & Stock Market Outlook 04:01 AI, Interest Rates & the Bull Market 06:18 Why Skousen Says Inflation Is “Permanent” 10:17 Black Swan Risk & the Next Market Crisis 13:30 Could Tech Stocks Fall 50%? 16:10 AI Spending, Tesla, SpaceX & Market Valuations 18:11 Are We in a Stock Market Bubble? 19:12 Why Skousen Is Still 100% Invested 22:45 Copper, Bitcoin, Uranium & Portfolio Diversification 26:18 Oil, Energy Stocks & Data Center Demand 27:30 Gold, Silver & Mining Stocks 29:31 U.S. Debt, Treasury Risk & Higher Interest Rates 33:47 Why He’s Staying Fully Invested 35:36 What Would Make Skousen Start Selling? 37:15 Small-Cap Stocks, Drones & Speculative Investing 40:22 OpenAI, Anthropic & the IPO Risk 41:25 Skousen’s Favorite Dividend Stock Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #MarkSkousen #StockMarket #Inflation #Investing #MarketOutlook #FederalReserve #AIStocks #BullMarket #InterestRates #Gold #Bitcoin #Wealthion ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and per