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

Skousen stays fully invested through diversified dividend equities despite calling U.S. inflation structurally "permanent" and tech valuations stretched.

• Fully invested stance: Skousen says he's "100% invested" in equities, citing high market liquidity that lets him exit "at any time with the click of a button."
• Permanent inflation thesis: Since the Fed's 2% target under Bernanke, inflation is structural given fiat currency, $40 trillion national debt, and $2 trillion deficits; investors need 8-10% annual net worth growth just to keep pace.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.