Investors / stance tracking
What Mark Skousen is saying
FollowFollowingUnfollowEditor, Forecasts & Strategies; professor, Chapman University
12 dated public stances tracked since 2026-09-18, most recently 2026-09-18. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Mark Skousen's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mark Skousen is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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12
tracked stances
12
themes
0
side flips
2026-09-18
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AMGN | 1 | 1 bullish | 2026-09-18 | |
| BLOK | 1 | 1 bullish | 2026-09-18 | |
| DEFENSE | 1 | 1 bullish | 2026-09-18 | |
| EPD | 1 | 1 bullish | 2026-09-18 | |
| FNV | 1 | 1 bullish | 2026-09-18 | |
| GOLD | 1 | 1 bullish | 2026-09-18 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Oil and natural gas are required to power data centers until nuclear plants come online in years, supporting elevated energy prices and EPD's 6-7% dividend yield
“Enterprise Products is yielding six or 7%”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Copper is at all-time highs driven by infrastructure buildout and data center construction demand, and the trend is continuing
“I have a copper play, Southern Copper, that's up 6% today or something 7%”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Energy infrastructure companies provide above-market dividends and rising dividend policies that cushion portfolio drawdowns during corrections while benefiting from sustained energy demand
“The Williams company is 3%. These are above the S&P 500 dividend yield”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Main Street Capital is the only stock paying both monthly and quarterly dividends at 7% yield, invests in pre-IPO private companies with a 99% non-default record, and has beaten the market since inception
“Main Street Capital is a business development company...it's the only one that pays a monthly and quarterly dividend”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Financial stocks provide portfolio cushion against overvalued tech and offer meaningful dividends in a market where tech names could fall 50% and still be overvalued
“you have to protect yourself with some financial stocks...I've always liked Goldman Sachs”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Rising interest rates mean bond prices are dropping, making bonds unattractive versus dividend-paying stocks with comparable or higher yields
“I don't have any bond positions because interest rates are rising right now and bond prices are dropping”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Nuclear power is a superior alternative to wind and solar, smaller modular reactors are being developed, and uranium prices are rising as demand grows
“uranium nuclear power is uh the future uh it's much better than these all other alternative energy”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Amgen is developing new drug technologies that will benefit people over time and has AI-adjacent exposure, making it his favorite Dow biotech stock
“I'm recommending Amgen is is my favorite Dow stock in that regard”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Gold royalty companies like Franco Nevada offer conservative inflation and crisis hedge exposure with lower volatility than direct mining or physical gold, while still capturing rising gold prices
“royalty companies like Franco Nevada would be an example of a very conservative approach”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
2026-09-18
BLOK
owns
Wealthion · video
Blockchain and crypto-adjacent companies provide leveraged upside to Bitcoin's recovery while individual companies are outperforming direct Bitcoin exposure
“I invest in uh in block B which is a ETF that invests in companies involved in blockchain and cryptocurrencies”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Elevated defense and war spending is creating significant opportunities in small-cap drone and missile companies that are more nimble than large defense primes like Lockheed Martin
“there's a lot of small cap companies that are building these drones. Very, very positive opportunity there”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Permanent structural inflation driven by fiat currency, persistent deficits, and money supply growth makes gold an essential crisis and inflation hedge in every portfolio
“I also in hedges against crisis like uh like uh my gold position”
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
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