The Man Who Said Sell Gold in 1980 Has a New Warning | Mark Skousen

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00:00 Welcome to the New Orleans Investment Conference 2026
00:50 Reaganomics and the 1980 Call to Sell Gold and Silver
02:48 Inflation in the 1970s vs Today
05:07 Volcker’s 21% Rates and the Warsh Test
06:14 3.4% GDP Growth and the AI Business Spending Boom
08:57 The Era of Permanent Inflation and a December Hike
10:10 $100 Oil and the Fed’s Rate Hike Risk
11:30 Business Spending, Technology and Supply-Side Growth
13:02 Politics, Polling and Prediction Markets
14:06 Silver’s $50 Floor and Copper’s All-Time Highs
15:31 Save Young, Spend Old and the Coming Debt Crisis
18:01 Ben Franklin, Thrift and the National Debt
19:30 Warsh, Tight Money and the AI Bubble Debate
21:56 Dividend Stocks Over Bonds
23:04 Closing Thoughts