Mark Skousen: Why He's Still 100% Invested at All-Time Highs

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%?