XAI Boom Review: Is Skousen and McCall’s Oxford Club Bundle Worth It?

“We may be entering the most dangerous boom in history, and I use that word very carefully, dangerous boom.” Dr. Mark Skousen’s warning, delivered with mock care in the opening minutes of the “XAI Boom” presentation, sets up a two-presenter pitch: Skousen on the macro timing, Matt McCall on the stocks, with the free pick, SK Telecom, revealed at the end as a backdoor play on the Anthropic IPO. A campaign note first, for accuracy: despite the internal “XAI-SKO” campaign label, the presentation never mentions xAI; its substance is the Anthropic-and-OpenAI pre-IPO story. We review what the transcript actually pitches. Here is our complete review.

Images to be added when available.

The Presenter

This is a two-hander, and both résumés deserve their space.

Skousen’s block is unusually verifiable: the 1987 sell alert “just six weeks before Black Monday,” the January 1995 call that “the Nasdaq will double and then double again,” the March 2009 “exact month that stocks hit rock bottom” re-entry call, and the statistic that anchors his whole method: “it’s based on a statistic that I have created that the government has adopted called gross output… In 2014 is when they finally adopted it. I wrote about it in 1990 in a book called The Structure of Production.” All of that checks out: Gross Output is a genuine BEA quarterly statistic, published since 2014, and Skousen genuinely championed it. The claim that GO is a reliable market-timing signal that “has triggered only two times” (January 1995 and March 2009) is his interpretation, not something the BEA claims.

McCall’s block is track-record-heavy: “Over the last twenty years, this gentleman has written up 50 of them [ten baggers] in advance,” with Teladoc “gains as high as 527%,” Netflix “a peak of 2510%,” Tesla “as much as 3129% in twelve years,” Nvidia “peak gains of 6271% in seven years’ time,” and Align Technology “soared as much as 1260%.” The most credibility-building moment is the Andrew Jackson portfolio story, because it includes the losses: “on 03/06/2009, the S and P 500 touched six six six… I went live on Fox Business, and I gave away nine stocks… some of these companies, they might go bankrupt… Well, two of them did go bankrupt, Kodak and General Motors. But in that same $20 basket was AMD, at the time trading around $2… Then there’s Ford Motor Company… That went up 29x at its peak in thirteen years.” A presenter who volunteers his bankruptcies is earning trust the honest way.

The host format deserves credit too: Chris Hurt voices the planted skepticism (“I’m not sure I believe you”) at exactly the moments a viewer would, which keeps the two-presenter structure honest.

The Big Idea

Four mechanisms, one per act:

The timing mechanism: Gross Output. Skousen’s logic: “GDP measures final output, the finished products… The only problem is with GDP is it leaves out B2B spending at all the stages of production… Gross output, on the other hand, tracks spending across every stage of production before the final product is finished.” The current reading: “Gross output swung from negative 0.5% to positive 1.7% in a single quarter,” the kind of reversal that has “triggered only two times” before, 1995 and 2009.

The stock mechanism: the “second IPO.” McCall’s core innovation: “a better way to position yourself before an IPO hits, even if you’ve never allocated a single share… I personally call it the second IPO.” The precedents are real: Ford “quietly snapped up 12% of Rivian… and when the electric truck company went public, Ford stocks popped higher,” and Yahoo “quietly bought a huge 40% stake in Alibaba… in two years surrounding its IPO, Yahoo stock tripled.” The thesis: “When the private company goes public, the market suddenly wakes up to the value that’s hiding inside the company that already owns it.”

The infrastructure mechanism: the private power boom. “The world’s largest maker of gas turbines is effectively sold out through 2030… these companies are looking for ways to bring their own power directly to the data center, and they’re creating an entire new energy market. I call it the private power boom.” The supporting facts check out: Three Mile Island’s restart agreement, Amazon’s $650 million campus purchase, Vistra’s run, GE Vernova’s gas-turbine backlog past 2030.

The growth mechanism: AI medicine. “There’s about 175 drugs that have been discovered by artificial intelligence that are ready in human trials,” anchored by the IPF story: “Last year, a drug that was invented by artificial intelligence went into human trials. At the highest dose, patients’ lung function didn’t just stop getting worse, it actually improved. That’s a first in medical history.” That matches Insilico Medicine’s documented Phase 2 results.

The flagship application is SK Telecom: its $100 million Anthropic investment (announced August 2023, documented in SKT’s own press release and Reuters coverage) has, per the promo, “grown to be worth close to $6,000,000,000 And that’s before Anthropic goes public,” with an IPO expected at a $1.8 to $2 trillion valuation, which would make it the largest listing in history. The scenario ladder runs from a three-to-five-bagger base case to “At 30%, potentially nine times your money over the long haul.” One caveat we add: third-party estimates of the stake’s current value vary widely, and the $6 billion figure assumes the full $2 trillion listing; treat it as the presenter’s scenario.

The Key Claims

The headline claims, quoted:

• “we are nowhere near the end of this bull market… we’re entering what I call the final bull market. And if all you do is decide to hold a simple index fund, sure, you’re going to do all right… But if you own the right handful of stocks, you may never have to worry about money again.”
• “If history repeats itself, and I think that’s a real possibility, the market could double from here, maybe even triple by 2029, but a handful of stocks could do even better.”
• The free pick: “a company that I believe could rise three to five times higher in a year or so ahead.”
• The adoption argument: “It’s somewhere around 3%, Chris… if it follows anything close to that same path, the market for AI could grow 17 fold.”

The qualification is mostly present (“could,” “may,” “I believe”) with a few absolutes mixed in, and McCall says the right thing at the right moment: “I can’t promise you any specific outcome.” The compliance picture has real strengths, the volunteered Kodak and GM bankruptcies, the explicit “no guarantees,” the open acknowledgment that “It ends the way they all end. The bigger the boom, the bigger the bust,” and real risk language: “Remember, investing always carries risk… don’t risk money you can’t afford to lose.” The gaps: the SKM scenario ladder is spoken in dollar outcomes; the peak-gains track record has no baseline win-rate statistics; “over the long term, beat the market most of the time” is asserted, not evidenced; the GO signal’s government adoption is true of the statistic but not of Skousen’s timing interpretation, and a viewer could conflate the two; and the transcript contains no position disclosures or renewal terms. There is also an internal inconsistency on the IPO timeline (“went public at nearly $2,000,000,000,000” in one line, upcoming in others), suggesting captions drafted near the event.

The Free Ticker

The free pick is SK Telecom (NYSE: SKM), revealed with full mechanics: “The name of that company is SK Telecom. It trades on a New York Stock Exchange under ticker symbol SKM… most American investors have never noticed this company. And on the surface, it looks like an ordinary telecom stock pays a 2.4% annual dividend. Pretty boring, right? But no, because now you know what’s hiding inside of it. A direct stake in the hottest company in the market bought years before [the] IPO.” Real company, NYSE-listed ADR, around $30, with a modest dividend (Morningstar lists the yield around 2.09% against the promo’s 2.4%). The $100 million Anthropic stake and the strategic partnership are documented facts.

The second “second IPO” is gated behind McCall’s report, with a fingerprint: “On the surface, it sounds like another boring bank. But over the past couple years, it’s poured more than $60,000,000,000 into the maker of ChatGPT… This company also controls one of the most important chipmakers on earth… NVIDIA even tried to buy this company outright at one point.” That profile points toward SoftBank, but the promo never names it, so identification stays with the Ticker Revealer. The power-boom and machine-medicine report names are likewise gated.

The context list is real throughout: Nvidia, Palantir, Ford, Alibaba, Yahoo, Anthropic, OpenAI, Qualcomm, F5 Networks, Harmonic, Vistra, Corning, Teladoc, Fulgent, Align, AMD, Bank of America, Bristol Myers Squibb, Novo Nordisk.

What You Get

The product is a dual-subscription package:

• A year of The Skousen Report: 12 monthly issues, the complete model portfolio “with exact buy instructions,” weekly updates, and access to the gross output signal.
• Skousen’s report: The Private Power Boom, Five Ways to Profit as Big Tech Builds a New Power System Beyond the Traditional Grid, with “five specific investments… the name and the ticker of each one.”
• McCall’s reports: The Second IPO Blueprint (the OpenAI stake company and “Matt’s complete guide to the Anthropic IPO, including several companies that already hold a significant position there”) and Machine Medicine, three stocks leading the AI drug revolution.
• A year of McCall’s Innovation Report.
• The final exit plan alert service: “you’ll never have to wonder when to sell, what to sell first, and what, if anything, you should continue holding.” Given that the pitch’s whole framing is a boom that ends, a sell-side service attached to the buy-side bundle is a coherent and welcome inclusion.
• A complimentary copy of The Maxims of Wall Street, twelfth edition.

Pricing: “this complete package is valued at $795… you’re going to receive everything for just $129,” anchored against “some of your services are going for as much as 4,000 a year,” with an exit-intent deeper discount teased below the video. Risk reversal: “ninety days to examine it without risking a single penny… simply call within ninety days and you’ll receive every penny back. And of course, every report that you’ve downloaded, that’s yours to keep… if you’re not happy, we can part as friends.” Renewal terms for the two-subscription structure are the main open question; confirm on the checkout page.

Our Take

The dual-presenter format is this presentation’s best idea: Skousen supplies the auditable history (Ritter’s IPO tables, the Nikkei’s 2024 recovery, the Metcalfe blender story) and the macro timing frame, McCall supplies the picks and, crucially, the volunteered losses. The “second IPO” mechanism is a genuinely interesting lens, and the free SKM pick is a real, researchable way to act on the Anthropic story without any purchase: a boring telecom with a documented venture stake inside it, exactly the kind of hiding-in-plain-sight idea the mechanism predicts. The exit-plan deliverable, attached to a pitch whose entire premise is that the boom ends, is the most intellectually coherent product design we have seen this cycle.

The counterweights: the GO timing signal is Skousen’s interpretation layered on a government statistic, and the presentation benefits from the halo of official adoption; the SKM scenario ladder is extrapolation on top of Anthropic’s own TAM claims; the peak-gains track records come without baseline statistics; and readers should notice that this and our OXF AI IPO review cover overlapping exposures from the same publisher in the same week, Anthropic pre-IPO via different vehicles, so holding both bundles would double up on the same underlying bet.

Who is this for? Readers who want a macro-timed, dual-expert bundle with a real free pick and a sell-side plan attached, and who are comfortable that “the final bull market” is an unfalsifiable frame honestly labeled as opinion. At $129 for a two-service year with a 90-day keep-the-reports refund, the trial economics are among the best in this batch, and SKM alone justifies watching the full presentation.

Where to Learn More

• For the same publisher’s overlapping Anthropic pitch, see our OXF AI IPO review, covering the “real number one tech IPO of 2026” and the free ARKVX pick.
• For Skousen’s other debut-campaign pitch this week, see our SKO List review on the Musk acquisition shortlist.
• For the AI-power theme from another publisher, see our Infinite Power review on Jon Najarian’s power-pod supplier thesis.
• See our Oxford Club publisher profile for more on the publisher behind this promo.
• Have a promo you want us to vet? Submit it here.
• Ready to try the Skousen and McCall bundle? Click here to learn more.

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