Stock Market About To Get ‘Robbed’: Mania Is Breaking | Bill Smead

*This video was recorded on September 25, 2026 and is disseminated on behalf of U.S. GoldMining Inc. (NASDAQ:USGO) Bill Smead, Chief Investment Officer of Smead Capital Management, discusses rising bond yields, AI-driven market mania, energy opportunities, and why today’s increasingly narrow stock market could be vulnerable to a major shift. "We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. David Lin has been compensated for video content, on behalf of US GoldMining Inc and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/dis... For our full disclaimer, please visit: https://www.wallacehillpartners.com/p.... Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies' SEDAR and SEC filings, press releases, and risk disclosures." Access U.S.GoldMining Inc.'s Qualified Person and Mineral Disclosure HERE: https://www.usgoldmining.us/project/q... Access U.S.GoldMining's Sources for this video HERE: https://mandrillapp.com/track/click/3... U.S.GoldMining Inc. presentation HERE: https://www.usgoldmining.us/_resource... U.S.GoldMining website and news releases HERE (https://www.usgoldmining.us/) and HERE (https://www.usgoldmining.us/news) Subscribe to my clips channel:    / @davidlinreportclips   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW SMEAD CAPITAL: Website: https://smeadcap.com/ X (@SmeadCap): https://x.com/SmeadCap FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 0:00 - Rising Yields & What Breaks Next 2:22 - Why Bond Yields Keep Rising 6:07 - When the Stock Market “Fever” Breaks 12:49 - AI Mania & Market Warning Signs 18:27 - Why the Tech Boom Could End Badly 23:08 - What Happens After the Market Breaks 27:18 - The 1987 Crash Warning 30:04 - Oil, Commodities & the Next Supercycle 35:09 - Why Oil Prices Could Stay High 41:36 - How to Invest in the Energy Boom 46:06 - What to Own Outside Tech & AI 48:39 - Rising Rates & the Next Financial Break #investing #stocks #economy