In it to Win it podcast

David Skarica's 2026 Profit From Pessimism Playbook

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Mega Returns: https://amzn.to/49m7J49

Website: https://www.profitfrompessimism.com/

YouTube: https://www.youtube.com/@profitpess

David Skarica, founder and editor of Addicted to Profits and Profit From Pessimism, delivers a deeply contrarian macro-outlook focused on rising systemic risk across global markets. Drawing from historical market cycles, Skarica explains why government debt, distorted GDP growth, and stubbornly high long-term interest rates point toward an eventual economic downturn. He emphasizes that bond markets, not equities, are flashing the clearest warning signals, while inflationary pressures from tariffs and fiscal excess continue to build beneath the surface.

 Connect with David Skarica!

Mega Returns: https://amzn.to/49m7J49

Website: https://www.profitfrompessimism.com/

YouTube: https://www.youtube.com/@profitpess

Skarica outlines how he is positioning for volatility by targeting areas he believes are structurally mispriced, including corporate bonds, precious metals, and especially junior resource equities. He discusses why gold and silver are increasingly viewed as alternative currencies, why central banks are accumulating physical metals, and why speculative capital may rotate out of cryptocurrencies into junior miners. His strategy centers on asymmetric upside opportunities designed to benefit from both market stress and long-term monetary revaluation.

 

The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve's newly released technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners.

Don't miss viewer Q&A, insights into monetary policy impacts, and real-world investing scenarios. Like, share, and subscribe for weekly market updates—and visit https://www.stevebartonmoney.com/ to join the free newsletter.

Key Insights in this episode:

✅ David Skarica presents a bearish macro outlook driven by excessive government debt
✅ Long term bond yields signal stress despite multiple Federal Reserve rate cuts
✅ Tariffs are inflationary and distort GDP growth rather than create real expansion
✅ Corporate bonds identified as a major market mispricing with asymmetric downside
✅ Stock market valuation near record levels relative to GDP increases crash risk
✅ Bitcoin viewed as a risk on asset and potential early warning indicator
✅ Gold and silver rising as central banks reduce reliance on US Treasuries
✅ Junior precious metals miners positioned for outsized upside after long bear market
✅ Oil and gas seen as attractive after a recession driven shakeout
✅ Capital likely to rotate from speculative crypto assets into resource equities

 

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Chapters:

00:00 David Skarica Returns and Macro Outlook
06:06 10 Year Treasury and Bond Signals
10:54 Bitcoin as Risk On Warning
14:17 Market Mispricing Opportunities
16:39 AI Bubble and Big Tech Risk
18:13 Stock Market Overvaluation
22:18 Junior Miners for 2026
27:05 Silver Support and Downside Risk
30:05 Platinum and Palladium Outlook
33:37 Warning Signs Near a Market Top
36:09 Crypto Downturn and Liquidity Shift
37:30 How to Play Junior Miners
39:32 Where to Follow David Skarica
40:25 Premium Content and Final Takeaways

 

 

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

 

#DavidSkarica #ProfitFromPessimism #ContrarianInvesting #Gold #Silver #JuniorMiners #Bitcoin #MacroOutlook #MarketCrash #Commodities #SteveBarton #InItToWinIt

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