The David Lin Report

The 'Black Swan' That Wipes 50% Of Market Value | Mark Skousen

October 5, 2026·38 min
Episode Description from the Publisher

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Mark Skousen, Editor of The Skousen Report, and Macroeconomist Strategist for the Oxford Club, discusses the strength of the U.S. economy, persistent inflation, rising business investment, AI-driven growth, fiscal risks, bond-market stress, and how he is positioning across stocks, Bitcoin, gold, and income-producing assets.*This video was recorded on October 5, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MARK SKOUSEN:The Skousen Report: https://oxfordclub.com/welcome/welcome-to-the-skousen-report/Freedom Fest: https://www.freedomfest.com/X (@MarkSkousen1): https://x.com/MarkSkousen1"The Greatest American" book link: https://www.amazon.com/Greatest-American-Benjamin-Franklin-Versatile/dp/1645721000?crid=2VPC09UHKM1K6&dib=eyJ2IjoiMSJ9.cdH7QCigWHNRGhUXiq3mhIl3HbZPQECfXZ0nXPjwI9DOxsyKEMc4qYZsj9KTxB_8u7ZW-haR4dYctRAzRqd4OTHg48x5-6aXslsnO-YN1N3eBBD9YuZiL7LRIH1g7-kHu2qY6ru-xBAnUiZ24HV4AVR-fu3d0Uns2zA7BMkqhdC2EzYtGcy88613CyXq7ulf3DGOuTU7c6-IikiX5Pac1aGh8xNiXa6kveEqCfTS0Es.YGZX4Cu0w_lQ9kaeJwdus5FoeocwDRvUe1GCiLW3Pbo&dib_tag=se&keywords=the+greatest+american+mark+skousen&qid=1791231212&sprefix=the+greatest+american+mark+skouse%2Caps%2C144&sr=8-1FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.00:00 - Intro.02:15 - Strong Growth, Stubborn Inflation05:29 - Why Business Spending Matters More13:23 - AI Boom, Weak Job Growth18:19 - Growing Treasury Crisis Risk22:18 - What Could Break the Economy?27:01 - Rising Yields vs. Stocks32:02 - Preparing for the Next Black Swan32:32 - Stocks, Bitcoin, Gold & Energy#stocks #investing #economy

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