Stansberry Investor Hour

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From financial markets and politics to business and social issues, Dan Ferris and our Stansberry Analysts offer candid discussion on today’s most important headlines. Each week you’ll hear exclusive interviews with guest investment experts, authors, and top thinkers such as Jim Rogers, Kevin O’Leary…

Dan Ferris


    • Jun 27, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 1h 7m AVG DURATION
    • 265 EPISODES

    Listeners of Stansberry Investor Hour that love the show mention: stansberry, porter, i've enjoyed every episode, nice to find, geopolitical, targets, buck, ferris, risk, investor, dan, debt, investing, investment, financial, finance, return, market, always interesting, regardless.



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    Latest episodes from Stansberry Investor Hour

    Having the 'Capacity to Suffer'

    Play Episode Listen Later Jun 27, 2022 64:18

    Today, Dan welcomes first-time Investor Hour guest Steve Gorelik to the show. A 15-plus-year veteran of Firebird Management, Steve currently manages the Firebird U.S. Value Fund. And as a native Belarusian, there's no one better suited to manage Firebird's Eastern Europe and Russia funds as well.  The big question Dan asks Steve is how he has been handling the funds amid the Russia-Ukraine war. Steve shares his thoughts on Russia's investment prospects and the ruble's volatility. And he explains that, surprisingly, many Eastern European companies present very robust investment opportunities – as long as the countries' macroeconomics look good.  When it comes to doing the legwork on researching a prospective addition to your portfolio, Steve emphasizes that you shouldn't just look at how a company makes money... Seeing how a company spends its money is critically important, too. He also delves into the prospect he sees in a particular type of financial company. And finally, according to Steve, every investor should aim to hone this invaluable trait, especially in today's tumultuous market... The number of people who are able to hold through a year like 2022... and then be afraid to get back into the market when things are bottomed out... it's the capacity to suffer. It's the capacity to take a loss and not be afraid of what's happening. It's the capacity of being able to do the hard thing and get rewarded for it because other people won't. And that's going to be a competitive advantage both in investing... and in life.

    From Buffett to Beethoven... Forging Your Own Path

    Play Episode Listen Later Jun 21, 2022 86:45

    We're now in a bear market... But today's Stansberry Investor Hour episode won't focus on that. Instead, Dan has a unique guest whose rousing words will be a respite from the recent market carnage.  Vitaliy Katsenelson is the CEO of value-investing firm Investment Management Associates. He's the author of two books and an award-winning writer featured in publications like the Financial Times and Barron's. However, Vitaliy describes himself as a "student of life." And he has just released his third book, called Soul in the Game: The Art of a Meaningful Life. As a classical-music lover, Vitaliy had a revelation when writing about the travails faced by some of his favorite composers during their own creative processes – from being compared with a former great to pioneering a piece that broke the rules. It's about learning how to push past the anxiety and forge your own path in life and investing... In any profession, there's always going to be somebody who's considered to be the "greatest" whatever... It's so easy for us to just copy Warren Buffett. Instead, what we should be doing is we should be looking at how Warren Buffett is thinking. Also, we should not be afraid to think on our own... You can look at the way Buffett invests, and you can actually build your own path. The learning process can be complicated. But as Dan chimes in, "Things worth doing take time." He and Vitaliy also talk about the importance of repetition – whether it's rereading Nassim Taleb's book to unpeel its complicated layers or watching Pulp Fiction on repeat to understand the hype. In this episode, Vitaliy also shares concepts from Soul in the Game, such as striking the right balance between art and craft in life. And he gives what might be the shortest answer ever (just two words!) to Dan's "Final Question."

    Be Careful Out There

    Play Episode Listen Later Jun 13, 2022 79:17

    Today, we welcome Broyhill Asset Management President and Chief Investment Officer Chris Pavese to the Stansberry Investor Hour. It has been three years since Dan and Chris last spoke on our show. And needless to say, a lot has changed in the markets and the world since then – including a pandemic, war, and economic turmoil. As a seasoned industry veteran who has guided his clients through previous cataclysmic financial events, Chris has some advice to offer novice investors...   He explains the big mistake fledgling investors make is "chasing the most spectacular returns" and looking for advice from people or places that "put up great numbers in bull markets" while ignoring their performance during bear markets. After all, he says, "The most spectacular returns of 2021 are posting the most spectacular losses this year."   Chris and Dan both agree that focusing on finding value in a market environment like this one is your best bet. That's the kind of research Chris' firm Broyhill specializes in... like examining big mergers and acquisitions to look for gems and breezing past airline stocks – which Chris describes as "notoriously awful businesses with notoriously awful balance sheets" – in favor of an overlooked sector right next door. Finally, Chris imparts some wisdom regarding investor behavior thanks to his many years of advising clients – including the psychology around the big topic of "when to sell." And he shares the one simple and absolutely essential, yet often overlooked, thing to do before investing in any public company. As human beings, we always do the opposite of what we should be doing. We're always buying when we should be selling – when the stock has gone down. And we're selling when the stock has gone up... That's the time to lock yourself in and ride that wave to make as much profit as possible. Keith uses the company's software during the episode to give a rundown of the best and worst sectors to be in right now, as well as several market big dogs. He also shares the No. 1 metric that investors should home in on when researching recession-proof companies. And he regales Dan with tales of how much hate mail TradeSmith received when it warned subscribers early of the major market slumps in 2020 and 2022 (which, of course, came true).

    Stupidity... or Risk Awareness?

    Play Episode Listen Later Jun 6, 2022 67:21

    Yes, they've gotten a lot of flak. But could there be something more to the "meme-stock mania" crowd?  In this week's Investor Hour episode, host Dan Ferris welcomes WallStreetBets founder Jaime Rogozinski back to the show. WallStreetBets is an infamous forum on social media site Reddit. The online community came to public attention in early 2021 when its denizens – often viewed as young, uneducated, and risk-hungry investors – crippled hedge funds by pumping up undeserving "dead stocks" like AMC Entertainment (AMC) and GameStop (GME). In this week's interview, Jaime gives his eye-opening perspective on the 2021 mania, saying there's more to the story than the negative picture painted by the media... It's a sophisticated way of doing risk awareness. But it's a conduit for people that start off in a risk-hungry environment and eventually move into a more responsible, traditional approach – but with a tremendous knowledge, I would say, even more so than the average person that starts off with lower-risk approaches. Jaime also shares what he has learned about investor behavior from watching the action play out across the Reddit board... When people go into the market and start off with a bunch of wins, it is very dangerous. It's much more dangerous than if they start off by losing money. And the reason why is because it kind of speeds up the learning curve. Somebody that loses money right away is forced to take a step back, slow things down, understand a little bit better, and not be so impulsive. Somebody that makes money without knowing what they're doing goes through these, kind of like, Dunning-Kruger effects... which basically is a way of saying people don't have the ability to measure their own abilities.  He assuages Dan's curiosity on whether anyone from WallStreetBets has ever blamed him for their losses. And he shares stories of even meeting some of the members. Plus, Jaime's simple but sage answer to Dan's Investor Hour-standard "Final Question" will resound in your investing... and in your life.

    Trade Like a Professional

    Play Episode Listen Later May 31, 2022 65:36

    On the heels of last week's special bear market presentation comes the perfect guest for today's episode: Investor Hour veteran, software architect, and CEO of portfolio-tracking service TradeSmith Keith Kaplan. As the threat of a recession looms, hunting for "forever businesses" while pruning portfolio losers at the right moment becomes critical for individual investors. The process can be overwhelming on your own. But TradeSmith's elegantly built trading software – the backbone of a product suite that offers everything from portfolio creation to management – distills all that complicated information into a simple, intuitive system. It's similar to what the professionals use, but it's engineered for the retail investor.  In this week's interview, Keith explains how his company's proprietary technology strives to make investing less daunting, using easy-to-understand "stoplight system" volatility indicators and smart trailing stop alerts. After all... As human beings, we always do the opposite of what we should be doing. We're always buying when we should be selling – when the stock has gone down. And we're selling when the stock has gone up... That's the time to lock yourself in and ride that wave to make as much profit as possible.  Keith uses the company's software during the episode to give a rundown of the best and worst sectors to be in right now, as well as several market big dogs. He also shares the No. 1 metric that investors should home in on when researching recession-proof companies. And he regales Dan with tales of how much hate mail TradeSmith received when it warned subscribers early of the major market slumps in 2020 and 2022 (which, of course, came true).

    Riding Out the Bear

    Play Episode Listen Later May 23, 2022 59:48

    In this week's Investor Hour, Dan's going solo. Instead of the usual tête-à-tête with a guest (we'll return to this regularly scheduled format of our program next week, though), he wants to share something with his listeners that he recently hammered home in the Stansberry Digest...This is a bear market. I've been a fool not to think it. And I've been a fool not to say it to you. So let's consider that huge mistake fixed... I'll never make it again as long as I live. So for today's episode, Dan's coming straight to you, the listener, with his keen observations on the recent market action and his tips on what steps you can take to protect your portfolio. And to round out his assessment of today's bear market in equities, he's bringing on fellow colleague and resident cryptocurrency expert Eric Wade for a special commentary on the bear market in cryptos.

    Don't Be a Cowboy With Your Money

    Play Episode Listen Later May 16, 2022 60:01

    258 While this year has presented a difficult trading environment for everyone so far, Greg's Ten Stock Trader advisory has been making a killing. Its win rate stems from Greg's expertise in technical analysis – a strategy that relies on studying past market and human behavior to predict what's next. With nearly two decades of experience trading and managing multibillion-dollar portfolios across every asset class, Greg is well-versed in guiding his subscribers to profits... while also knowing when to sit back and be patient.  But it's not just about technical analysis... Greg also underlines the importance of understanding the fundamentals of market behavior, inspired by his recent readings on legendary investor and trader Stanley Druckenmiller... At the end of the day, follow the Fed. What's the Fed doing? Are they opening the spigot and releasing cash into the market? Or are they not? So, what's Greg's secret to surviving – and thriving – in this rocky market while everyone else gets "whipsawed"? Greg says it all boils down to making sure you have two crucial items in your trading toolkit, both of which have led his readers to consistently make money, regardless of what the market is doing. And he explains why he believes the popular notion of checking your emotions at the door before investing or trading is actually a misconception.

    How to Survive a 'Nuclear Winter'

    Play Episode Listen Later May 9, 2022 74:52

    In today's dismal market, value stocks remain a beacon of hope for investors... And there's no one better suited to discuss this topic than recurring Investor Hour favorite, Tobias Carlisle. Tobias is the founder and managing director of deep-value investment firm Acquirers Funds, which is centered around his trademarked valuation tool – the Acquirer's Multiple. Simply put, it's a "valuation ratio used to find attractive takeover candidates"... and is favored by many activists and buyout firms. On top of creating a proprietary metric, Tobias has also written several books, including The Acquirer's Multiple, Concentrated Investing, Deep Value, and Quantitative Value. So, what does Tobias have to say about the slump we're in? It's not really a question of where you think the market's going to go because you're invariably going to be wrong... The best return you're going to get is by being fully invested. He says "names that can survive a nuclear winter" are the keys to surviving this bear market. To Tobias, that means focusing on deeply undervalued companies – ones that are buying back shares, are cheap, and are growing at a reasonable pace. He also breaks down the art of valuation – including his Acquirer's Multiple measure – and how to identify the right time to buy or sell.

    What Could Possibly Go Wrong?!

    Play Episode Listen Later May 2, 2022 79:48

    In this week's episode, returning guest Hugh Hendry joins Dan for another round at the Stansberry Investor Hour table... Hugh founded the now-defunct Eclectica Asset Management in 2005. He rose to fame as the "Scottish hedge-fund king" when his fund returned 30%-plus during the throes of the financial crisis. He's also well-known for his outspoken remarks and contrarian views. One time, he even duked it out with a Nobel Prize-winning economist on television, asking, "Um, hello? Can I tell you about the real world?"  These days, Hugh entertains a wide audience with his wit and energetic market commentary in his podcast, The Acid Capitalist. Today's conversation begins with a bang, as Dan and Hugh tackle one of the biggest market headlines: the stock sell-off. Shares of "FAANG" giants like Netflix, Amazon, and Apple are tanking... And it's hard to see these behemoths – which were once among the best-performing tech companies in the world – as "risk free" businesses anymore. Instead, they could herald a recession. So, what does Hugh have to say on the matter? It's going to be really long, but it's going to be entertaining. Wear comfortable clothing.  He and Dan chat about several other topics, including inflation's grim march, Bill Hwang's multibillion-dollar fraud indictment, the "malevolent shadow of the Federal Reserve" behind high prices in oil and mining industries, and bitcoin as a risk-on versus risk-off asset. No one is safe from Hugh's wisecracks – not even the ultrawealthy. In addition to financial topics, he shares his thoughts on Elon Musk's latest follies, the real reason Bill Gates and Jeff Bezos vacationed in St. Barts, and what he thinks of Johnny Depp's biggest purchase

    Protect Your Portfolio With the 'Meme Stock of the Metals World'

    Play Episode Listen Later Apr 25, 2022 66:46

    With inflation creeping higher and higher these days, now is the perfect time for this week's guest to make his Stansberry Investor Hour debut. Patrick Yip is a precious metals expert. He's the director of business development at APMEX, one of the largest online precious metals retailers in the U.S., as well as the manager of OneGold, APMEX's innovative investment platform for vaulted positions in gold, silver, and platinum. And he says that in a market fraught with uncertainty like we're seeing today, it's especially important for conservative and speculative investors alike to consider adding precious metals to their portfolios... If history repeats itself, inflation at its current rate could erode half of your wealth in nine years. No one knows what the future is going to give us. But if history repeats, precious metals are going to protect your wealth and maybe even increase your wealth. Gold, he says, is perfect for those seeking extra portfolio protection during periods of high inflation. If metals rally like they did during the inflationary cycles of the 1960s and '70s, investors could see gold hit $5,000 in the next few years. That's more than 150% higher than today's prices. And silver – what Dan teasingly calls the "meme stock of the metals world" – offers equal opportunity for investors willing to stomach a little more volatility. Right now, silver premiums are sky-high. But as Patrick discusses, it all boils down to simple supply-and-demand economics... He walks listeners through each step of coin making's complicated process from mine to mint and pinpoints the exact spot in the supply chain that's "stressed the most" right now. And he unveils how his OneGold system offers a unique way to directly own silver while bypassing the high prices. Finally, Patrick touches on what Dan calls "the elephant in the room" – another popular (though, very different) asset – and how it holds up to gold and silver in one's portfolio.

    Trading Your Personality

    Play Episode Listen Later Apr 18, 2022 68:35

    In this week's episode, Dan Ferris is joined by the chief investment officer of Logica Capital Advisers, Wayne Himelsein. Wayne founded the investment advisory firm in 2011. Throughout his 25-year career, he has developed and refined his quantitative-trading methods, risk, and portfolio-management processes. A self-proclaimed "quant trader," Wayne uses advanced mathematics to help identify moneymaking opportunities in both good times and bad. So in today's unforgiving market environment, he's a valuable guide for novice and veteran investors alike. When asked to define himself as an investor, Wayne emphasizes how investing should be thought of as "trading your personality." You should invest in a way that aligns with how you see and understand the world... What's funny to me is that people get really... rigorous about their view. If somebody, for example, is not very mathematical and they deeply believe in the fundamentals – understanding the company and talking to management and the whole other side of the world of investing – then I've seen, in that framework, them looking down on the quantitative side... like the two worlds have to be bifurcated... Everybody's entitled to be who they are and trade that way. You're going to do better being yourself... Why do you have to speak or look badly at the way other people choose to express their personality in the markets? Dan and Wayne dig deep into "familiar market signals," including how to best utilize them for your investing style. They also discuss the importance and influence of market bubbles, the pressures of news headlines on investing, and the need to explore and remain curious as a modern-day investor.

    There's Something Broken About the Market

    Play Episode Listen Later Apr 11, 2022 62:56

    Metals and mining stocks are a hot topic right now. Global commodity prices continue to surge as the Russia-Ukraine conflict rages on... The U.S. is looking to ramp up domestic production of the minerals needed to produce electric-vehicle batteries... Even the "meme stock" crowd is jumping on board, recently pushing a previously unnoticed small metals miner up nearly 800%. According to Dan, "There's something broken about the market." So this week on Stansberry Investor Hour, he invites seasoned geologist Brent Cook to break down the real opportunities in this highly complex industry. Over his storied career, Brent has worked in more than 60 countries consulting on proposed mine sites. His knowledge spans all areas of the mining business, from the conception stage to detailed technical and financial modeling for mine development and production. In 2008, he founded the popular Exploration Insights newsletter and helped develop what is now one of the most invaluable tools in the industry, the Drill Hole Interval Calculator. In other words, when Brent talks about mining and geology... we listen. On this week's episode, Brent offers four key tips for uncovering the greatest mining and exploration stocks and reveals how he personally avoids "red flag" companies. As he wryly puts it... You can screen out a bunch. You can pick up [on] the bullsh*t. If you want to wash your hands after you've shaken, that's a bad sign. Mining, metals, and exploration companies can be extremely volatile and speculative. But they can also be rewarding for patient, long-term investors. So whether you've already tucked a junior miner away into your portfolio, you're eyeing a few metals companies, or you're just looking to get started, be sure to check out this week's episode.

    Ignore the Headlines and 'Turbocharge' Your Portfolio

    Play Episode Listen Later Apr 4, 2022 55:16

    For this week's episode of Stansberry Investor Hour, Dan Ferris welcomes back powerhouse guest Marc Chaikin, the founder, and CEO of Chaikin Analytics. Marc is a 40-year Wall Street veteran who, more than a decade ago, developed a revolutionary investing tool called the Chaikin Power Gauge. It's an objective, quantitative system that simplifies the stock-picking process and levels the playing field between institutional and individual investors. This week, Marc also shares some interesting tidbits about the Power Gauge's history, including when he showed the Nasdaq how his tool could "turbocharge" its three core indexes to yield double-digit outperformance. And at Dan's request, Marc gives his outlook on investing in technology stocks, along with a tip on the one quantitative measure that he uses to pick out the "cash-flow cows" from all the beaten-down tech stocks that litter the market.

    Taking a Bullish Stance... on Human Progress

    Play Episode Listen Later Mar 28, 2022 66:09

    In this week's interview, Kevin Duffy – who has been in the game for more than 40 years, from buying his first stock at age 13 to shorting heavyweights in the housing and credit bubbles –shares his unique perspective on today's investing atmosphere. He and Dan discuss everything from the stocks, commodities, and inflation concerns that are shaping today's financial environment to the cultural shifts caused by pandemic-accelerated digital revolution and Disney's employee walkout.

    'The Best Death Threat I Ever Got'

    Play Episode Listen Later Mar 21, 2022 76:13

    This week, Dan Ferris speaks with Herb Greenberg. A renowned investigative financial journalist and now the senior editor for Empire Financial Research, Herb has had a storied, 40-plus-year career in the financial markets. Herb discusses plans to launch a brand-new, long-only research service. He shares his process for empowering and educating the everyday investor, as well as what goes into researching the best companies for his readers. And in his answer to Dan's traditional Final Question, he describes one of the biggest changes he has made in his own life – a change that he urges all listeners to make as well: eliminate toxicity...

    The Risks Have Yet to Come Home to Roost

    Play Episode Listen Later Mar 14, 2022 67:07

    In this week's episode of Stansberry Investor Hour, Dan dives right into discussing the biggest current crisis that has upended the global markets: the Russia-Ukraine war. And Dan's guest today is none other than Stansberry Research's international editor, Kim Iskyan. There's no one better suited for the topic at hand than him. The two chat about everything from how Venezuela and Iran could benefit from Russia's isolation... to how China might even have "the chance to become the geopolitical soft power it wants to be"... and to how it all might play out for "the ultimate dictator," Russian President Vladimir Putin. Kim also shares two unique and pertinent investment ideas for these turbulent times

    Diversify, Because 'Nobody Knows What the Hell Is Coming Down the Pike'

    Play Episode Listen Later Mar 7, 2022 81:19

    This week on Stansberry Investor Hour, Dan brings back Cullen Roche, one of his "favorite people to talk to," for a third interview. As the Fed readies to "tap the brakes" on its quantitative-easing programs, an unimaginably wide range of potential outcomes exists for the markets. However, one thing is certain: Years of volatility loom ahead. So for investors looking to build their own "all-weather" portfolios, Cullen shares some portfolio-designing tips – many of which are near and dear to Dan's heart.

    What Better Time to Buy Than During the Lows?

    Play Episode Listen Later Feb 28, 2022 67:04

    In this week's episode of Stansberry Investor Hour, Dan speaks with Rob Arnott. When Rob talks, we listen. And right now, he's saying that the market cycle is turning from one predominated by growth to one predominated by value. That presents an exceptional opportunity for the patient contrarian value investor. Rob discusses his two "core investment principles" and his forecast for out-of-control inflation (including a few "inflation fighter" places to consider putting your money today). He also covers a proprietary definition of the term "bubble," what's going on with electric vehicles, the "best way to read the news," and much more.

    "Bombed-Out, Value-Type Situations"

    Play Episode Listen Later Feb 21, 2022 67:56

    Today, Dan talks with Peter Boockvar, the chief investment officer of $8 billion wealth-management firm Bleakley Financial Group. As a top-down investor, Peter focuses on "bombed-out, value-type situations" that can be distilled into overarching investing themes. One of the big themes Peter sees right now is a global, unstoppable force of people wanting to break out of their pandemic bubbles and travel. That doesn't mean he's long airlines. In fact, he cautions against such proven, cyclical money pits... instead preferring alternative plays on the travel industry, like hotels, casinos, or online travel agencies. 

    There's a Distinct, Recurring Theme in the Markets Today

    Play Episode Listen Later Feb 10, 2022 84:59

    This week, Dan Ferris talks with veteran journalist and Stansberry Research Media Anchor Daniela Cambone Daniela has covered the financial markets for more than a decade. In that time, she has interviewed such high-profile figures as Congressman Newt Gingrich, Economic Advisor Stephen Moore, and investors like Mark Cuban, Jim Rogers, and Steve Forbes. And as she discusses on the show, her work has given her a truly unique perspective into the distinct, recurring themes that leading financial minds are seeing right now in inflation, hard assets, the stock market... At the current rate of 7%, inflation hasn't been this high since 1982. And Daniela suspects that, in actuality, inflation is "running way higher" than the U.S. Federal Reserve wants to admit. "I don't buy the 7% narrative at all," she says. "At one point, the Fed is going to have to act more aggressively [than they currently are if] they don't want the beast to get out of hand." In this kind of uncertain environment, Daniela encourages everyone to educate themselves and take control of their own financial freedom by holding assets unloved by the mainstream media... by focusing on long-term investing, gold-mining stocks, or crypto... and most importantly, by educating themselves. "We are in unprecedented times," she ends by saying. "Now, more than ever, you have to educate yourself. Don't count on the banking system or on whatever your neighbor's doing. Do it for yourself. Do it for your family. Do it for your legacy."

    Tech Investing and Holding for the Long Term

    Play Episode Listen Later Feb 3, 2022 72:54

    This week, Dan Ferris welcomes back to the show stock-picking expert Matt McCall. Matt has two decades of experience in finance and has made some incredible thousand-percent gains in his career. And because Matt believes in buying and holding for the long haul, this month's stomach-churning stock volatility didn't faze him... Matt says too often folks "hit the sell button too quickly... and panic selling doesn't work in the long run." He reminds listeners that market corrections are natural and inevitable, and smart investors should use these pullbacks as opportunities to buy. Matt still believes in his Roaring 2020s thesis – that the coming decade will be the best years for investing that we've seen yet – but recessions and drawdowns are absolutely a part of it. Dan and Matt talk technology, one of Matt's cornerstone investing themes. He's still bullish on electric vehicles and Tesla, a company he calls a leader in the industry and sites the current downtrend in these stocks as a great time to get in. They also discuss 3D printing, something Matt is really excited about, and he says that "by the end of the decade, it could be a trillion-dollar industry." Almost every sector can utilize 3D printing – housing, automobiles, medicine, aerospace ­– and it's an area most investing folks aren't even looking at yet. Matt joined Stansberry Research last year, and his subscribers have already achieved impressive gains. And he believes this 3D printing trend is a massive opportunity brewing beneath the surface right now, one that can help investors make a small fortune... projecting 1,000% long-term potential. Click here for all the details and to find out how you can access his recommendations.  

    Geopolitical Expert Marko Papic on Ukraine, Commodities, and Ignoring the Media Noise

    Play Episode Listen Later Jan 27, 2022 71:09

    The current tensions between Russia and Ukraine have been all over the news… perhaps even contributing to this week's big market sell-off. But Dan Ferris' guest this week on Stansberry Investor Hour has some reassuring words for any concerned listeners: You can relax.  Dan sits down with one of his favorite guests -- geopolitical expert Marko Papic, who is the Partner and Chief Strategist at an alternative investment asset management firm. Marko is Dan's "No. 1 macro guy" and specializes in geopolitics, macroeconomics, and markets. And Marko says it's life as usual right now for folks in Ukraine, and the media noise surrounding the possibility of war is just over-done news hype…  Marko clarifies that if a war does happen, yes of course there would be global and market implications. But for right now, it's just a local regional issue being sensationalized by the media. They also discuss inflation, which Marko says will continue to be an issue. He reminds everyone "This isn't the 1970s…" and that regular folks today "don't have the stomach for a real recession" needed to fight inflation.    Dan plays a bit of devil's advocate with him about commodities and emerging markets investing, which Marko says is his No. 1 capital allocation idea right now. Despite this being a contrarian idea, he tells Dan that "commodity-linked plays should pay off in 2022." They touch on COVID's continuing effect on the markets, as well as value-growth trades. Plus, don't miss Dan's opening rant about this week's "flash crash."   

    Gold Is the Best Asset Hedge for What's Coming

    Play Episode Listen Later Jan 20, 2022 64:35

    This week on Stansberry Investor Hour, Dan Ferris sits down with Egon von Greyerz, Founder and Managing Partner of Matterhorn Asset Management AG. Egon, whose company specializes in wealth preservation, has been a gold bug for decades. He and Dan talk about how gold is the No. 1 hedge against inflation and market chaos. Egon says “gold is the best instrument you could ever buy to ensure your wealth.” And holding gold will protect you from the coming consequences of our current massive market bubble... created and fueled by the Federal Reserve's unlimited money printing and our highest inflation rate in decades. Unfortunately, Egon predicts that the impending “wealth destruction will be massive.” And the folks who think the Fed is going to swoop in and save the system again this next crash are wrong... Egon says that there are “tough times ahead,” but this makes wealth preservation, which includes holding gold, even more crucial.  Dan and Egon also discuss bitcoin, as many have asked if gold will be replaced by the popular cryptocurrency. Egon is confident that will never happen, and makes the bold prediction that “bitcoin won't still be around in 50 years.” He goes on to say that bitcoin “will always be a fringe investment”... and that “it's not real money.” Lastly, Dan asks every guest the same last question: “If you can leave our listeners with only one last thought, what would it be?” And Egon's answer won't disappoint... Dan says his response is one of the best he's ever heard. Listen to this episode for even more fascinating conversations about gold and our economy, plus check out Dan's rant on exactly who's in charge of the stock market…

    Don't Fight the Fed

    Play Episode Listen Later Jan 13, 2022 55:23

    This week on the show Dan sits down with Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence. Mike has more than 25 years experience in futures and commodities trading beginning at the Chicago Board of Trade. Mike claims "the game is over"… The Federal Reserve will continue to tighten until the stock market goes down. We're long overdue for a correction, and this country's inflation is at its highest rate in 40 years. The Fed will take away the punch bowl, and guess what will come out ahead as a result? Cryptos... Dan and Mike dive into bitcoin, which Mike says is the "least risky" crypto out there. He explains that bitcoin is still in its price-discovery stage, steadily gaining adoption in a world that's going digital. Bitcoin is currently our benchmark digital currency – well on its way to becoming the global digital collateral.

    A Market Shake-Up Is Coming

    Play Episode Listen Later Jan 6, 2022 59:07

    We've got former portfolio manager and current editor of Ten Stock Trader, Greg Diamond, on the podcast this week. Greg has almost two decades of experience managing multimillion-dollar portfolios across every asset class. He uses his expert technical analysis to decipher the behaviors and patterns of the market. Greg offers insights on the future of the S&P 500, the Dow, and the Nasdaq heading into 2022. Importantly, Greg warns that a huge wave of volatility is coming in the next few months. He's holding a special webinar next week on January 13 about this approaching market shake-up. You can find out more at messagefromgreg.com.   Greg and Dan also discuss how to apply technical analysis to rising interest rates and how we can leverage historic market data to best understand the future of inflation. They walk through the importance of risk management and how to incorporate those principles into your daily investing approach for a sounder strategy. After the interview, stay tuned for Dan's musings on the crypto market, specifically his reactions to people questioning if it has any real utility in the world.

    2021 Year in Review

    Play Episode Listen Later Dec 23, 2021 65:34

    As 2021 draws to a close, it's time to look back and reflect on an incredibly eventful year in the markets... But we're not just doing a simple year in review.  We've decided to revisit some of our favorite interviews of the year and compile the very best excerpts, just for you... Dan recaps some amazing lessons from thinkers like Chris Camillo (Episode #192), Eric Wade (Episode #216), George Gilder (Episode #218), Bill Bonner (Episode #225), and Jaime Rogozinski (Episode #230)... You'll hear some big ideas, unbelievable stories, and some truly deep insights from some of the smartest folks anywhere in the world... It's the one episode this year you DEFINITELY don't want to miss.  Listen to some of the most influential Investor Hour interviews of the year on this week's episode.

    Top Ten Potential Surprises for 2022

    Play Episode Listen Later Dec 23, 2021 71:35

    This week, Dan invites one of the most respected healthcare analysts anywhere in the world onto the show... His work has been featured in The Wall Street Journal, Bloomberg, The Financial Times, Kiplinger, CBS, and USA Today – just to name a few. In fact, he was previously ranked by Fortune Magazine as the #1 Healthcare analyst in the U.S. And today, he's here to talk about one of the best value plays anywhere in the stock market. The one and only Tom Carroll. Tom knows the healthcare industry landscape as well as anyone. In fact, that's what led him to start his newsletter with Stansberry Research, Cannabis Capitalist. According to Tom, nationwide federal legalization of cannabis is inevitable. It's a matter of when and not if, which gives investors an incredible opportunity right now...   You can get into these stocks at a better value than you could one year ago... but today many of these companies have better revenues, earnings, and balance sheets than ever before... Tom says if you ignore this opportunity, you'll likely come to regret it... Plus, he even shares the name and ticker symbol of THREE of his favorite cannabis stocks that he's recommended to his readers... If you've considered entering the cannabis space, but weren't sure the best way to go about it, this is an episode you don't want to miss...

    Day Trading Secrets with Bubba Horwitz

    Play Episode Listen Later Dec 16, 2021 65:00

    If you're worried about inflation, you're not alone... The Consumer Price Index for November just hit a 22-year high... and the Producer Price Index increased at its highest rate ever. Now many folks are looking to juice the returns in their portfolio to make up the difference... But when it comes to trading stocks, the truth is that majority of retail investors end up getting burned... But that doesn't mean it can't be done successfully... To show us how it's done, Dan invites the legendary trader Todd "Bubba" Horwitz onto the show... When it comes to trading, few men on Earth can match Bubba's resume. In 1980, he was one of the original market makers in the SPX Trading Pit at the Chicago Board of Options Exchange, where he remains a member today... When it comes to trading in insane markets like we have today, Bubba has seen it all. He's been at it for over 40 years and has developed a bit of a cult-like following... Bubba even does live trading with his followers. You can follow along as he trades his actual money, and mimic his trades, if you so choose. For more info, visit www.BubbaTrading.com... If you've ever been curious about how to trade stocks safely, this is a conversation you don't want to miss...

    Silver is on the Move: Precious Metal Plays with Garrett Goggin

    Play Episode Listen Later Dec 9, 2021 60:56

    This week, Dan encourages listeners to learn to look where others aren't looking... And invest where others aren't investing...  Avoid things like gambling on-call options... and instead, look to buy real assets when you see them at attractive values. This week, Dan invites Garrett Goggin onto the show to discuss an industry he says is one of the best values anywhere in the market today. Garrett began his career on the New York Stock Exchange where he worked right on the floor executing trades.   He has worked alongside John Doody, as his right-hand man and analyst for Gold Stock Analyst and Silver Stock Analyst.  Over the past 5 years, Garrett's Silver Stock Analyst Fave 5 portfolio has had incredible results... up 401.3% for an average of 45.2% per year.  So when it comes to finding opportunities in silver, there's no one you'd rather have by your side than Garrett. Dan and Garrett talk about why silver is priced so low today, how government policies are affecting the industry, and what's the best way to play the upcoming silver bull market he's predicting. Garrett even gives the names of a few of his favorite silver stocks that he typically reserves for his paid subscribers... If you've ever thought about adding some precious metals to your portfolio, this is a conversation you won't want to miss.

    Mike Barrett Shares 10 New Stocks that Could Soar 10X

    Play Episode Listen Later Dec 2, 2021 65:40

    If you've ever wondered how Dan finds recommendations for his Extreme Value newsletter, today is your lucky day...  Because this week, Dan is letting Investor Hour listeners peek behind the curtain to hear from one of his closest colleagues.  He's the senior analyst for Extreme Value, the one, and only Mike Barrett. Mike uses decades of cash flow modeling and valuation expertise to help identify some of the highest upside stocks anywhere in the market. In fact, Dan says that Mike is the real brains behind many of Stansberry Research's top recommendations... Like when Mike showed his readers how to make 20X their money in just 7 months on a small biotech company treating Alzheimer's disease... Or how to make up to 19X their money in just over a year and a half, with a small California firm of only 76 employees... Or the time he showed his followers how to make 9X their money in 6 months on a company fighting COVID-19...  The truth is, he's one of Stansberry Research's best-kept secrets... But that's not likely to last much longer... Because now Mike is stepping forward to reveal his new 5-Step approach that he's developed to identify many of these massive 10X winners. He's written a new special report with 10 different new stocks with 10X potential, that have NEVER been covered by anyone at Stansberry Research. You can learn more at  www.MikeMessage.com. If you're looking to add a boost to your portfolio, this is a conversation you don't want to miss. P.S.     If you're interested in hearing more about some of Mike's biggest winners, he's giving away all the details on it right here, and it's 100% free to attend. To learn more, visit www.MikeMessage.com 

    Spotting Trends that Produce Market Beating Returns

    Play Episode Listen Later Nov 25, 2021 66:15

    When so many sectors are reaching new highs, where is the best place to put your money? This week, Dan brings in entrepreneur Michael Covel, to help answer that tough question. Mike is the author of five books, including an international bestseller, Trend Following: Learn to Make Millions in Up or Down Markets, and The Complete Turtle Trader... He also created www.TrendFollowing.com where his consistent market-beating strategy has begun to spread, as he now services clients in 70 different countries. Mike is very active on Twitter, publishes his blog, and records his podcast weekly. And today, Mike stopped by so Dan could get his thoughts on some popular trends in the market. Tech stocks, value stocks, cryptos... Dan gets Mike's thoughts on where these trends are moving in the short term. But perhaps, even more importantly, the two discuss how to be cautious when so many sectors are making new highs... And how to make a specific plan to preserve your wealth in the event of a downturn.  As Mike says, you should ask yourself, "Are you okay with losing up to 50% of your net worth?"

    The Next Commodity Bull Market with Rick Rule

    Play Episode Listen Later Nov 18, 2021 73:51

    In a market like we see today, investors tend to throw caution to the wind... Whether it's the next SPAC offering, cryptocurrency, or even an obscure ape-themed piece of digital art, it seems like you can find a buyer for just about any asset nowadays... But, as Dan often points out, chasing these short term gains has tons of risk. For most folks, you're likely much better off holding real hard assets as a part of a diversified investment portfolio. So that's why this week, Dan invites Rick Rule back onto the show to talk about investing in real hard assets and the booming resource markets. Rick began his career in the securities business in 1974 and has been principally involved with natural resource securities ever since. Over his long career, Rick has originated and participated in hundreds of debt and equity transactions with private, pre-public, and public companies. Today, Rick is widely regarded as one of the most accomplished natural resource investors on the planet. During their conversation, Dan and Rick dive deep into the weeds on the rising inflation numbers and what that means for commodity prices going forward... Rick even shares the names of a few fascinating ways to play uranium and silver markets, that you likely have never heard of before. It's an episode with a ton of valuable ideas that you won't want to miss. Rick shares some of the biggest lessons he's learned and unlearned from his nearly 50 years of investing experience.

    Crypto You Can't Afford to Miss with Eric Wade

    Play Episode Listen Later Nov 11, 2021 70:06

    With so many Bitcoin holders enjoying huge profits, many are wondering if it's time to take some money off the table?  Or hold tight before the final stage of this bull market?  To settle this debate, Dan invites long-time friend and repeat guest, Eric Wade, back onto the show to take all things Bitcoin and cryptocurrency.  Eric is an early internet entrepreneur, angel investor, screenwriter, and editor of Crypto Capital. In a few short years, he's recommended dozens of 100%+ winners and even ten 1,000%+ winners. He knows more about the crypto space than just about anyone on the planet. During their conversation, Dan and Eric discuss the big gold vs Bitcoin debate, where Eric sees Bitcoin's price in the years ahead, and even when's the right time to sell your stack. Plus, Eric shared some details on a new project he's working on, which he plans to reveal on November 17th... He'll be talking about the top 6 cryptos his research shows has the highest upside at this stage of the crypto cycle...  You can get it 100% free of charge just for listening to his event. You can find more details at www.BitcoinBoomEvent.com. Whether you've held Bitcoin for years, or if you're curious about the opportunity of getting in today, this is a conversation you won't want to miss.

    Key Takeaways from the Annual Stansberry Conference

    Play Episode Listen Later Nov 4, 2021 94:43

    We decided to do something special for podcast listeners this week... Instead of a standard one-on-one interview like we typically have on the Investor Hour, we're letting you listen in on an extremely exclusive conversation with some of the world's most brilliant economic and political commenters. This is your invitation to listen in to the American Economic Panel Discussion at the Annual Stansberry Conference in Las Vegas.  Typically, it costs several thousand dollars to attend this event in-person. But today, you're getting a slice of the experience 100% free of charge. The panel is hosted by Buck Sexton, along with some of the most influential and outspoken guests, such as Dr. Ron Paul, Trish Regan, John Tamny, Grant Williams, and our very own Dan Ferris...  The panel does a deep dive into many of the most pressing questions on many American's minds, like... How bad do you see inflation getting? What kind of political costs could the Biden Administration pay from rising inflation? What are the implications of the Federal Reserve creating some other version of a Central Bank Digital Currency? And if you could speak to the current administration and give them some policy advice, what would it be?  And they don't sugarcoat things. The panel gives you the straight facts about the real problems facing our government and the Federal Reserve... While at the same time, giving listeners tons of practical advice to help ensure you're prepared for whatever's next.  If you're worried about the direction our country is headed, this is a conversation you CANNOT afford to miss...  Also,  if you're interested in hearing more about the Stansberry Conference, including over 60 of the highest conviction investment ideas from our editors, you still have the chance to watch the whole thing at 2021livestream.com...

    "Meme Stock Mania" with Jaime Rogozinski

    Play Episode Listen Later Oct 28, 2021 68:22

    In 2021, many hedge funds on Wall Street took a beating... And strangely, thousands of retail investors made out like bandits... Was it an anomaly? Or is it part of a new paradigm shift in the world of finance? Dan looks to answer some of these questions by sitting down with the one man who knows more about the rise of retail investors than just about anyone... He was one of the most anticipated guest speakers during this week's Stansberry Conference in Las Vegas... And he's even had a film crew follow for the past year, creating a documentary on his life... He's the original founder of the infamous subreddit – WallStreetBets – the one and only Jaime Rogozinski. Jaime originally founded WallStreetBets on Reddit in 2012... And by 2019, WallStreetBets amassed over 1 million subscribers and had over 3 million monthly unique users. Earlier this year, the group caused quite a stir when they bid stocks like GameStop, AMC, and other so-called "meme stocks" up hundreds of percent. During their conversation, Jaime recalls some hilarious stories about WallStreetBets members who have made and lost massive fortunes in the stock market. He even shares the story of some members who invested in the wrong stock... and accidentally made a ton of money. Risky? Yes... Dangerous? Perhaps... But Jaime contends that the many people on WallStreetBets are learning to trade the best way possible – with a smile on their face and some real skin  in the game. If you've ever been tempted to trade meme stocks, or just want to hear more about some of this crazy world, this is a conversation you must listen to...

    The Secret to Finding the World's Best High Growth Stocks

    Play Episode Listen Later Oct 21, 2021 66:50

    When Bitcoin is soaring to all-time highs...  And the stock market is more expensive than it's ever been... It's incredibly easy to get caught up in the mania... After all, everywhere you look, people are getting rich in stocks and crypto, and it's natural to want to get in on the action. But it's important to go about it the right way...  So, Dan invites Daniel Fields of Polen Capital, onto the show this week to talk about the world of high-growth stocks. Daniel is responsible for the day-to-day portfolio management and investment analysis for the international growth fund at Polen Capital. Before joining Polen Capital, he spent 8 years in Hong Kong, where he worked for GaveKal Capital and Marshall Wace, LLC as a research analyst evaluating Asian growth companies. Daniel uses his experience from his years abroad to identify fantastic businesses with high growth potential, that the average investor has never heard of... But perhaps even more importantly, he gives the listeners his insight into what to avoid when investing in high-growth stocks. He even shares the names of a handful of interesting companies from all over the world that he's very bullish on in the coming years.  Daniel brings plenty of expertise to the table and gives a ton of great practical advice for anyone thinking about allocating more growth stocks to their portfolio... 

    Matt McCall Shares His Vision of the 'Roaring 2020s'

    Play Episode Listen Later Oct 14, 2021 61:44

    When you ask folks about what worries them the most, one of the most common responses researchers heard was "the future." But today's guest doesn't look at it that way. When Matt McCall thinks of the future, he sees dozens of trends that will greatly improve all our lives... and a world of incredible investment opportunities.  And when Matt talks about investment opportunities, it pays to listen. After all, he's recommended an incredible 40 different 1,000% winners in his stock-picking career. So, this week, Dan decided to invite Matt back onto the show for a couple of reasons. The first is to get Matt's insight into some of these megatrends that will shape the way we live... trends like the future of transportation, blockchain technology, cryptocurrency, and much more. And the second is to welcome him as the newest editor to join the Stansberry Research family.  The two have an enlightening conversation that'll leave you much more optimistic about where we're headed.  Matt even shares the names of two stocks that recently became public, flying completely under the radar today, that he believes could be his next 10X winner...  It's one you DO NOT want to miss!

    The Key to Massive Compounding Returns with John Barr

    Play Episode Listen Later Oct 7, 2021 68:39

    Inflation fears are rising... And for many folks nearing retirement, it's happening at the worst possible time. That's why it's absolutely critical to hold a portion of your wealth in solid long-term investments, so your nest egg lasts as long as you do... But what's the best way to do it safely and with as little risk as possible? Dan looks to answer this question by sitting down with the portfolio manager of the Needham Aggressive Growth fund – Mr. John Barr. Prior to his career on Wall Street, John worked for 14 years in the electronic design and automation industry, giving him unique insights into the world's high-growth technology companies that many of his colleagues on Wall Street lack.  Today, he works as a co-portfolio manager of Needham Growth fund and portfolio manager of the Needham Aggressive Growth fund. During their conversation, John explains his philosophy of finding stocks that deliver compounding returns. He looks for what he calls "hidden compounders" before they become "quality compounders." He even shares the name of one company in his portfolio that he bought at $7... which today is priced around $140... approximately a 20X winner... Then he tells Dan about another stock he absolutely loves... But this one is still in the "hidden compounder" stage... The company trades for around $10 today, and John thinks that long term, it could join the ranks of some of his biggest winners. If you're looking to invest in high upside growth stocks, but want to know how to go about it the right way, this is a conversation you don't want to miss...

    Knowing When to Sell with Keith Kaplan

    Play Episode Listen Later Sep 30, 2021 68:31

    When you see endless stories of greed and speculation in the market... And you feel in your heart something is wrong... But stocks continue to rise higher and higher...  What's an investor to do? This week Dan sits down with Tradesmith CEO, Keith Kaplan, to help answer this difficult conundrum... Before Keith came to Tradesmith, he worked as a software architect for many years... But despite a great profession, a steady income, and a good head on his shoulders, he struggled with his investments... During his quest to improve, he was stunned and frustrated with the general lack of available tools and financial literacy most investors have...  Now, he's using his 25 years of experience as a veteran software architect to change that, by providing sophisticated but easy-to-use tools for the everyday retail investor. During their conversation, Keith talks about some of the mistakes he made early in his investing career, and how his new software aims to eliminate those emotional errors.  He even shows Dan how Tradesmith's software can reduce the risk in your portfolio by simple allocation... But whether you use Tradesmith – or another system for your "buy" and "sell" signals – Keith and Dan both agree the most important thing is to have a plan and stick to it.  If you're concerned about the possibility of an oncoming bear market, but are still holding stocks, this is a conversation you do not want to miss...  

    Preparing for the 'Zombie Apocalypse' with Bill Bonner

    Play Episode Listen Later Sep 23, 2021 57:25

    On this week's episode of the Stansberry Investor Hour, Dan invites an incredibly special guest onto the show... He's a man who's launched over 1,000 new products, acquired dozens of businesses, and employed thousands of people... In a way, he's largely responsible for helping Dan get to where he is today...  His biggest claim to fame is founding Agora Financial, now the largest independent research network on the planet...  The one and only Bill Bonner.  For those of you that don't know, Bill was the one who interviewed Dan, way back in November of 1997, when he first set out to become a financial analyst...  The two kick off the conversation like old friends, recounting tales from the old days, and catching up on what's new in life... But the conversation turns gravely serious when Dan gets Bill's take on some major developments happening in the world right now... The two discuss the fast-developing Evergrande debt crisis, the rising inflation we're seeing just about everywhere, and where we might see societal upheaval flare up next... Bill explains what this all means for investors, and gives the listeners some key advice on how to protect yourself from that worst-case scenario...  If you're concerned about what's going on in America today, it's a conversation you do not want to miss... You can listen to Dan's full conversation with Bill and much more in this week's episode.

    Biggest Investing Mistakes & Why Stocks are Overpriced with Simon Hallett

    Play Episode Listen Later Sep 16, 2021 81:12

    On this week's episode of the Stansberry Investor Hour, we're inviting a different type of guest onto the show. He's a man with tons of experience as an investor... After all, he worked as a portfolio manager for Harding Loevner for many years... But what really sets him apart, is that he is the owner of a professional soccer team in England... This week, Dan invites owner of the Plymouth Argyle, Simon Hallett, onto the show... Simon's not your typical guest, so Dan takes this opportunity to ask Simon all the questions from a successful businessman and sports owner. The two have a lighthearted conversation about what it's like watching your favorite sports team as a child, then growing up to become the owner... Then they pivot to some of the best investing lessons Simon has learned over his many years as a portfolio manager... And Dan picks up on a ton of good advice from Simon that applies to every investor. It's a conversation full of great business and investing insights... from a man with decades of experience to show for it. You can listen to Dan's full conversation with Simon and much more on this week's episode.  

    The Crypto Revolution: Join, or Get Swept Away.

    Play Episode Listen Later Sep 9, 2021 73:20

    El Salvador has officially made Bitcoin legal tender. Some in traditional finance are calling it an experiment doomed to fail... While others are calling it one of the biggest stories in the history of cryptocurrencies... One thing is for sure... This decision will likely have far-reaching effects around the world for years... Will other countries soon follow suit? Could this be the big adoption catalyst that sends Bitcoin soaring up towards $100K? Or will this experiment end disastrously and serve as a warning for other small nations thinking of doing the same thing? To help us make sense of this incredible new development, Dan invited crypto expert, Cam Harvey, onto the show... Cam is the professor of Finance at the Fuqua School of Business at Duke University. And he's also served as editor of the Journal of Finance from 2006-2012... as well as the President of the American Finance Association in 2016. When it comes to cryptocurrencies, Cam is way ahead of the curve... When Bitcoin was trading between $200 - $400 per coin, Cam was giving lectures to his students about Bitcoin during his finance classes... During their conversation, Cam and Dan discuss at length what El Salvador's recent move could mean for the US Dollar, traditional financial institutions, and other nations that might be thinking of doing the same thing... If you've thought about investing in cryptos and don't know where to get started, Cam says we're less than 1% into this disruption, so now is the perfect time... In fact, Cam walks listeners through the first 2 steps you need to take to get started in the crypto space the right way... He says every listener should consider entering the crypto space... because in his words, "You can either join this revolution, or get swept away by it..." Listen to Dan's conversation with Cam and more on this week's episode.

    Marko Papic and His Two Profitable Trades to Make Right Now

    Play Episode Listen Later Sep 2, 2021 80:14

    As an investor, it's extremely important to realize how much government policy decisions can impact your portfolio. So, on the Investor Hour this week, we decided to take a 'step back' and have a conversation with one of the top minds in macroeconomics. He's a repeat guest of the show...  And given the enormous increase in government budgets... and all the turmoil happening around the world today, Dan couldn't wait to have him back to discuss how some of the big macrotrends happening today could impact the market going forward. Marko Papic joins us as this week's guest. Marko works as partner and chief strategist at Clocktower Group, an alternative asset management firm where he leads the firm's strategy team providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. And he's also the author of the popular book, Geopolitical Alpha: An Investment Framework for Predicting the Future. Dan and Marko discuss the situation in Afghanistan, what the future holds for Chinese tech stocks, plus a shocking prediction on where some of the most commonly held blue chip stocks could be headed this decade... Marko even shares two "30-Day trades" he thinks could be highly profitable if you act quickly. Listen to Dan's conversation with Marko and more on this week's episode.

    The Biggest Untapped Market Opportunity in the World, And why it's NOT China.

    Play Episode Listen Later Aug 26, 2021 46:56

    Here at the Stansberry Investor Hour, we specialize in bringing you investment stories you likely won't hear anywhere else... And today, Dan invites an old friend, Rahul Saraogi, onto the show to take a look at a market that is extremely undervalued and often neglected by Wall Street. It's a market where manufacturing is taking off... Infrastructure spending is expanding rapidly... And consumption is increasing at an incredible rate, fueled by over 1.4 billion people... And despite practically zero attention from many mainstream financial sources, this market has some striking similarities to where China was 20-25 years ago... That's why Rahul says if you consider yourself a value investor, this could be the world's biggest untapped opportunity...  Listen to Dan's conversation with Rahul and more on this week's episode.

    Legendary asset manager Chris Mayer's investment C.O.D.E reveals his favorite stocks to buy now

    Play Episode Listen Later Aug 19, 2021 71:05

    On this week's episode of the Stansberry Investor Hour, Dan invites "one of his favorite people in the entire investing universe" back onto the show.   He's the author of several must-read investing books, including 100 Baggers: Stocks that Return 100-to-1 and How to Find Them.   And his most recent book, How Do You Know?: A Guide to Clear Thinking About Wall Street, Investing, & Life, won the 2019 S.I. Hayakawa Book Prize, a prestigious honor awarded by the Institute of General Semantics.  Chris Mayer joins the show to talk about some of the highest-upside stocks you'll find anywhere in the stock market. During their conversation, Chris gives Dan a full run-down of what he looks for to find stocks with the potential to reach 100x returns.  That may sound like an outrageous quest with a wildly improbable chance of success... but when Chris studied hundreds of 100-baggers of the past, he found that several definitive patterns emerged...  He explains the key characteristics of these massive winners, and why you don't need an M.B.A. or degree in advanced finance to find these stocks...  Chris even shares the name and ticker symbol of a handful of lesser-known stocks that he loves right now... stocks in high-growth industries, with genius business models, including one he calls "the Berkshire of software companies."  It's extremely rare an Investor Hour guest delivers so many names of stocks with so much upside potential... So, make sure you have a pen and paper handy to jot down the name of some of these companies and their ticker symbols. If you're looking for higher gains to help boost your portfolio, this is a conversation you won't want to miss. Listen to Dan's conversation with Chris and much more on this week's episode.

    'Currency War' with Lawrence Lindsey

    Play Episode Listen Later Aug 12, 2021 76:31

    This week, Dan welcomes a truly unique guest onto the Stansberry Investor Hour... He served as George W. Bush's Chief Economic Advisor during the 2000 Presidential campaign. And he later held top positions in the Bush Administration, including Assistant to the President for Policy Development, and Director of the National Economic Council... But the real reason Dan is excited to talk to this week's guest, is that for several years, he served as the Governor of the Federal Reserve System. Lawrence Lindsey joins Dan for an important conversation about the state of economy. Lawrence has unique insights into our government and monetary system that few guests on the show can claim... and there's no one better to answer questions about the critical issues we're facing today.  Dan picks Lawrence's brain on issues like rising inflation, our relations with China, and the seemingly endless money printing going on today. Lawrence doesn't hold back. He and Dan discuss the problems the Fed is facing, how the government is attempting to mask this crisis, and the problems that we'll likely see accelerate in the coming years... Lawrence gives listeners a grim outlook over the next decade... But he also shares what he is doing with his money today, and give you steps you can take right now to protect yourself. Listen to Dan's conversation with Lawrence and much more on this week's episode. You can also purchase Larry's new book the Currency War at Currenywarbook.com 

    A Conversation with America's #1 Futurist

    Play Episode Listen Later Aug 5, 2021 63:06

    On this week's episode of the Stansberry Investor Hour, Dan invites an incredibly special guest onto the show. He studied for years under Henry Kissinger at Harvard University... He later helped pioneer the formulation of supply-side economics as Chairman of the Lehrman Institute's Economic Roundtable... And he's widely regarded as America's #1 futurist... The one and only, George Gilder. George is best known for many of his best-selling books including, Wealth and Poverty, Life After Television, Life After Google, and his latest work, Gaming A.I.: Why A.I. Can't Think but Can Transform Jobs.  And today, Dan brings him onto the show to pick his brain in an exclusive one-on-one interview. During his conversation with Dan, George discusses the real reason gold has stood the test of time as a currency... the one big mistake Satoshi Nakamoto made when he created Bitcoin... and some stunning facts about how leaving the gold standard opened the door for widespread abuse in the currency trading markets. George is truly one of the leading economic and technological thinkers of the past 40 years, and we're incredibly lucky to have him on the show today. If you want a better understanding of what truly goes on behind the scenes with the world's biggest banks and most influential governments, this is an interview you don't want to miss. Listen to Dan's conversation with George and much more on this week's episode.

    Spotting Microtrends that Fuel 10X Winners with Harris Kupperman

    Play Episode Listen Later Jul 29, 2021 67:05

    As a new investor, it's easy to feel intimidated by the sheer volume of financial data that's out there... But the truth is, you can make a ton of money in the stock market, without spending hours per day researching stocks... or reading hundreds of books on different investment strategies... On this week's episode, Dan invites Harris Kupperman onto the show to explain how. Harris is the founder of Praetorian Capital, a hedge fund based in Florida with a long track record of market beating performance. He's also the Chief Adventurer at AdventuresInCapitalism.com, an investment blog uncovering unique opportunities around the world. Today, he visits to talk about his shockingly simple way of investing that has a long history of producing incredible gains...  Harris says he doesn't concern himself with interest rates... He doesn't care where the next 50 BPS on the 10-year treasury yield is going... Or what the Forex rate is going to be... Instead, he looks for microtrends that are happening in society – ones that are obvious once you spot them – and then he identifies the safest, highest upside way to play them. And he's not going for 20% or 50% gains... Harris is looking for stocks with the potential to go up 5x to 10x higher...  During the interview, Harris shares two stocks with Dan that he's identified that are poised to grow rapidly, thanks to some of these microtrends happening today. When he explains the microtrends, and the stock that are positioned to benefit, you'll be surprised that these stories aren't front page news...  

    Capturing the Full Upside of Crypto with Less Volatility

    Play Episode Listen Later Jul 22, 2021 76:10

    There's a lot of uncertainty in the crypto markets today...  Over the last couple months, we've received a big increase in crypto-related questions from Investor Hour listeners... Questions like: Could quantum computing hack the Bitcoin system, rendering it useless?  Is government regulation coming soon? And out of the literally thousands of cryptos out there... how do you choose the right one? To help answer these questions, Dan invites crypto expert, Eric Wade, back onto the show  Eric is an early internet entrepreneur, angel investor, screenwriter, and editor of the Crypto Capital newsletter here at Stansberry Research.  Eric started mining Bitcoin and Ethereum long before 99% of folks had ever even heard the term "cryptocurrencies." His Crypto Capital newsletter has had dozens of 100%+ winners and even a handful of 1,000%+ winners. He knows more about the space than just about anyone on the planet. During their conversation Dan leaves no stone unturned, asking Eric everything you've ever wondered about the crypto space. Eric also shares a new project he's working on recently – a fascinating way to capture the full upside of the crypto market, but with less volatility and more consistent returns. If you've watched the incredible gains in the crypto markets, but are still waiting on the sidelines, this is a conversation you won't want to miss.  P.S. If you're interested in learning more about Eric's new project, he made a short video explaining everything you need to know. Make sure you visit www.cryptocash2021.com while it's still online.  

    Short-Selling Secrets with Kevin Duffy

    Play Episode Listen Later Jul 15, 2021 77:34

    Since the bottom of the Covid market crash, on March 23, 2020, the S&P 500 is up an incredible 100%... Which begs the question... is this bull market picking up steam? Or are investors sleepwalking towards a big market crash? Shorting the market can be risky business, so to help answer these questions, Dan invites repeat guest Kevin Duffy back onto the show... Kevin co-founded Bearing Asset Management back in 2002, which is famous for warning their clients about the housing and credit bubble before the crash of 2008. Kevin and Dan discuss many of the overvalued sectors of the market... But Kevin says that though the market looks risky today, there's always great opportunities if you know where to look. In fact, Kevin talks about some industries he's been following that are just entering the mass adoption stage and could be poised for explosive growth... Plus, Kevin shares a few secrets he's learned over the years in the risky business of short selling that you won't hear anywhere else... If you've ever been curious about hedging your portfolio, and even how to make huge profits from a potential downturn, this is a conversation you don't want to miss... Listen to Dan's conversation with Kevin, and much more, on this week's episode.

    Where to Put Your Money when the Market is Acting Insane

    Play Episode Listen Later Jul 8, 2021 59:08

    Even if you're in complete denial about the markets, it's tough to ignore the signs of extreme excess in the markets today... This year, more brokerage accounts were registered than ever before... Capital inflows are seeing outrageous all-time highs... NFTs are selling for millions... and meme stocks are more popular than ever... So, where can investors find value in the market at a time like this? On this week's episode, Dan invites special guest Stan Majcher onto the show to help answer this question... Stan comes with over 27 years of industry experience, and today he serves as portfolio manager of the Mid-Cap Value fund (HWMAX) at Hotchkis & Wiley... During their conversation, Dan and Stan discuss one corner of the market that has been almost completely forgotten by most investors. Stan says that right now, big changes are happening in this industry, and there's some very strong bullish tailwinds for stocks in this space that the public hasn't picked up on yet. He says many investments in this space are criminally undervalued and could see much higher prices very soon. If you're looking at the markets and are searching around for investments with actual value, you might want to consider some of the ideas Stan shares. Listen to Dan's conversation with Stan, and much more, on this week's episode.

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