The David Lin Report Gold At ‘Extreme Price’ Warns Economist, What’s Next After Bubble? | Mark Skousen
Oct 14, 2025
Mark Skousen, an economist and editor of 'Forecasts & Strategies,' dives deep into gold's surprising rise amid economic shifts. He discusses how geopolitical tensions and monetary policies favor gold over Bitcoin and stocks. Skousen warns about hidden economic weaknesses revealed by business spending data, while examining the implications of tariffs and trade on the economy. He also reflects on Benjamin Franklin’s advice on government spending and the future interplay of automation and immigration. It's a thought-provoking look at current economic landscapes!
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Drivers Behind The Precious Metals Rally
- Gold and silver's dramatic rally reflects stubborn inflation, trade instability, and central bank buying.
- Technicians favor hot markets but a pullback would offer better buying opportunities.
Business Spending Signals Hidden Slowdown
- Consumer sentiment fell while gold rose, but business spending tells a different story.
- Gross output shows B2B spending has slowed and signals a potential slowdown despite healthy consumer spending.
Trade Gold Exposure Toward Miners And Take Profits
- Prefer miners over bullion now because mining stocks offer leverage to rising gold margins.
- Consider selling some gold after a 55% run and wait for a corrective dip to buy more safely.
