Podcast appearances and mentions of john gillin

On episode 43 of the Stansberry's Investors Marketcast, Scott Garliss, John Gillin, and Greg Diamond recap last week's market dump, and give their thoughts on the FAANG trade losing $1 trillion in value. John explains why he's expecting another volatile week. Scott and John discuss the tension between the EU and Italy, with the EU shooting down Italian budget proposals not once but twice. Scott explains why neither side of this negotiation wants to go to the worst-case scenario, but a temporary standoff between the two sides is necessary. Moving onto Brexit, Scott recaps the big news of the weekend – that Britain and the EU have agreed to a deal. Scott explains why the next step, approval from the UK's parliament, could be the hardest step. Scott notes that two major sticking points in negotiations, the Irish border and the state of Gibraltar, were overcome. Greg explains why the EU isn't working, and how the EU is the reason Brexit is happening. Greg warns of an exodus of countries, potentially causing the EU to crumble. The big market mover into the end of the year is President Trump's meeting with Chinese President Xi. Scott and John worry that, with many expecting some sort of agreement, that there could be too much riding on this meeting. President Trump has not backed down from his tariff threats, so if the meeting comes and goes without an agreement, markets could fall.

This week's Stansberry's Investors Marketcast begins with host John Gillin recapping the market's "oversold bounce." John explains why the Dow was the real leader of the week, and how the other major indexes tagged along for the ride. Greg and Scott debate the Fed's November decision to leave rates unchanged. Scott says that the decision should not have come as a surprise because the Fed has said a hike in December is going to happen, despite President Trump's attempts to influence the Fed's policy. Greg questions why the Fed would raise rates with technology names already struggling in a higher interest rate environment. Scott notes how the China standoff is the biggest problem for tech and says that some companies are even considering moving suppliers out of China for good. With the midterm elections over, Scott and John ask if the gridlock in the Senate could delay further tariffs. John asks Greg for his market outlook, and Greg says that the market's technicals are painting an ugly picture. One of the biggest problems for the market is the growth stocks that have led the bull market are now seeing the growth picture fall apart. He points out several key levels that need to hold for this bull market to continue. Scott closes the podcast by asking listeners to chime in on whether or not the Fed has gone too far with its rate hikes.

On this week's Stansberry Investors Marketcast, John Gillin and Greg Diamond discuss last week's "brutal" markets. All the major indices suffered big losses, and bear markets are popping up everywhere. As John explains, 40% of S&P 500 companies are now in bear market territory, falling 20% from their highs. John and Greg go over last week's economic data, and John explains why earnings and U.S. GDP are still painting a pretty good picture of the U.S. economy. Greg explains why a second round of tax cuts could become a short-term catalyst and could help relieve some of the trade hurt. John lists some problem areas around the markets, and he and Greg explain why semiconductors look so weak. Greg calls semis a "dumpster fire," and says that the sector's price action is mirroring that of the 2000 bubble. However, he says that President Trump's November meeting with Chinese President-for-life Xi could become a catalyst for the sector to turn around. Going forward, Greg is focused in on the market's reaction to the midterm elections. Greg sees volatility easing after the elections settle, possibly forming a market bottom into a year-end rally. John and Greg list a few catalysts that could really get markets going over the next two months

On a week where the Dow tacked on another 1.4%, Scott Garliss, John Gillin and Greg Diamond make sense of the “Walmart Week” amid securities’ relative strength vs. oil and gold’s woes, while other commodities like copper slip into an undeniable bear market. The hosts jump into the new developments in the China trade war. Emerging markets continue to suffer, with Shanghai down 4.5% for the week. Scott talks about how the trade war is affecting institutional investors, and how that could move the markets if/when things get worked out. He also gives listeners a timetable of the next step in these negotiations. Greg explains that the trade war has been going on for a lot longer than many think, and how China can continue to offset tariffs from the U.S. Greg tells listeners the one thing that could force China to the table for serious negotiations. John goes into what sectors are being rotated into, and where investors are putting their money at the moment. John and Scott discuss the importance of transparency from companies, and why investors should stay away from companies reaching for growth in bad areas. John runs through some of the struggling emerging markets, from Qatar's $15 billion investment in Turkey to Venezuela's hyperinflation. Greg explains what's going wrong in Venezuela, despite having the world's largest oil reserves. Greg explains the problems with the long period of low interest rates, and how it led to inflated debt in emerging markets. John runs through Constellation Brand's massive investment in a marijuana growing company, and Greg asks if the large tobacco companies could be next to invest. With earnings season all but wrapped up, Scott lists two key developments he’ll be watching this week. A couple of big events: the U.S. trade representatives’ hearing that runs through Monday, where up to 370 people will be testifying on the next round of potential trade tariffs – There's $200 billion in potential penalties which have been dangled in negotiations. Secondly, Chinese trade representatives are coming to the U.S. Wednesday and Thursday to test the waters.

In just a few days’ time, we will officially reach the 10-year anniversary of the bull market. With the S&P 500 up 340%, you’re probably not alone in wondering how close the party is to being over. That’s why, for this week’s episode of Stansberry Investor Hour, we bring in John Gillin, who left Wall Street after seven years to start his own hedge fund that beat the S&P 500 for every year it was operational. This year, John joined Stansberry Newswire, where he uses his expertise to make individual stock recommendations and provide analysis on what’s moving markets. While almost every pundit on TV says “stay long and strong!” we don’t think you’ll want to miss John’s insights on the latest tea leaves of economic growth. He’s joined by Extreme Value editor Dan Ferris, who points out we hit rarefied territory of all-time highs in late January. Luckily, there’s a much more important indicator than P/E ratio in the stock market – and it’s much more encouraging. To find out more about Dan's latest research, simply visit www.investorhourvalue.com. But first, a warning -- if you want to move on the special offer he's making for Extreme Value, you'll need to move before next week to potentially lock down Lifetime membership to his research.

On this week's Investor's Marketcast, John Gillin and Greg Diamond get right to Apple’s $1 trillion accomplishment last week as the first company to reach a trillion-dollar valuation. John puts $1 trillion in perspective. “If you were to stack one-dollar bills on top of one another, $1 trillion would stretch 67,866 miles.” John asks Greg what this could mean in the markets, and expresses his own concerns about the markets becoming overcrowded in a few names.  Then it’s time to make sense of China’s slowdown – Chinese shares fell another 3% last week, contributing to Shanghai’s overall 18% slump for 2018. Even so, John’s predicting something very different for the long term. “They’re gonna wait this tariff battle out.”  Greg expands on China’s $400 billion moment of truth that’s looming August 30. “Whether President Xi can keep doing this… at some point people become a little restless.”  John gives the update on how trade talks with China remain at a stalemate, even though EU and NAFTA talks are moving along.  The team then welcomes on Ben Morris and Drew McConnell of DailyWealth Trader to talk about their favorite investing strategy at the moment – pairs trading.  Ben discusses how to use the strategy to profit from long-term trends in the market while limiting downside potential.  John asks if the DailyWealth Trader team has any open pairs trades in the DailyWealth Trader portfolio, and Ben and Drew discuss one of their big winners that still has room to run.  John asks Ben about the overall strategy of DailyWealth Trader, and Ben explains that he sees DailyWealth Trader as an idea generator that can help investors follow movements in the broader market. For their investing strategy, Ben and Drew say they like to look for two things to match up before placing a trade.  John and Greg then discuss JPMorgan CEO Jamie Dimon's prediction for 5% interest rates, and Greg gives his prediction for what this could mean for equities markets. 

On this week's Investor's Marketcast, John Gillin and Scott Garliss welcome on Dan Ives, Chief Strategy Officer and Head of Technology Research at GBH Insights. Dan is a highly regarded tech analyst, and may be best known for his Wall Street-high price target on Netflix, predicting its stock will hit $500 as a “virtuous cycle” picks up.  Scott and John ask Dan about the current growth picture in the U.S., and in the technology sector specifically. Dan explains why current growth stories are being underappreciated, despite high earnings expectations, and which names have great growth pictures. Scott and Dan discuss the current mergers and acquisitions (M&A) landscape, and whether any notable M&A could be on the horizon in the tech space.  John asks Dan about beaten-up IBM, and if there's any organic growth left in the stock. Dan explains why he's long-term positive on IBM, even as he’s watching the company closely during what he expects to be a pivotal 6-9 months. Shifting to China, Scott asks Dan about the possible effects of the trade war. Dan tells Scott that he thinks the biggest impact is going to be on the supply chain for companies like Apple, and semiconductors.  After the interview, Scott and John discuss the Chinese Yuan's recent fall, and what this could mean for U.S. markets.  John asks Scott about President Trump's comments on the Federal Reserve, and Scott explains why raising interest rates is a good sign for the U.S. economy.  Scott tells listeners what to look for during the European Commission President Jean-Claude Juncker's visit to the U.S., and why talks of a compromise could move the market higher. 

There's little doubt that one topic dominated financial headlines in the first half of 2018…and it took most investors by complete surprise. Trump’s trade wars are only being eclipsed (temporarily) by the drama swirling around the soon-to-be vacant Supreme Court seat, and what a solidified conservative majority on the highest Court will mean for America. In fact, our friends hosting Stansberry’s sister podcast, MarketCast, Scott Garliss, Greg Diamond, and John Gillin are even going so far as to say that they “can’t recall a time when politics has been more important for markets.” This week, our very own co-host Buck Sexton joined the team at MarketCast to share his insights on how, exactly, America’s political equilibrium is shaping markets. Listen here to hear Buck make sense of China's game plan for a trade war. As a former intelligence officer at the CIA, he has some insights as to just how much punishment Beijing is willing to take. Also – you won’t want to miss the proof he’s uncovered in equity markets’ behavior that reflects the surprisingly strong hand Trump is holding in his just-launched trade war. And with politics ruling the day for now, we’ve pulled together a “Stansberry July Fourth Special” for listeners to check in on a political exile we haven’t heard from in a while – none other than the second person the Stansberry Investor Hour team interviewed, Wikileaks’ besieged founder Julian Assange. His once-prolific Twitter handle has been silenced since Ecuador cut off his Internet access in the embassy he’s been holed up in since 2010. For obvious reasons, he can’t make public statements. But anyone who followed our interview with Assange last summer could have seen this coming. You’ll recall, he was never even charged with a crime before having to flee. And with “Russia-gate” still raging, you’ll want a refresher on why Democrats seem so determined to link him with Vladimir Putin, and why Putin himself isn’t doing much to dispel the notion of their supposed partnership. Hint: It has to do with Putin’s very real weakness on the world stage, as he leads an economy the size of South Korea’s.

Kim Iskyan and Brian Tycangco from Stansberry Churchouse Research call in from Singapore and Manila to tell you about opportunities in industrial robotics, the “great infrastructure catchup” taking place all over Asia, and where to find the possibility of 10x investment returns in some of the most unlikely places on earth.   Brian and Kim also explain how they’ve built an entire business on the “bad to less bad” investment theme and recount the best ideas from the recent Asia Investment Opportunities Conference hosted by Steve Sjuggerud in Hong Kong. Watch all eleven presentations for only $49 and get a free year of The Churchouse Letter.   John Gillin, Scott Garliss, and Greg Diamond from The Investors Marketcast podcast join the discussion with their latest analysis on bitcoin and how the world’s top cryptocurrency could easily fall below $1000 before any price recovery.

Chris Mayer, editor of Chris Mayer’s Focus at Bonner & Partners, joins Buck to discuss the four simple things anyone can do to succeed in the stock market, how he builds a portfolio for the stock-averse founder of Agora Publishing, Bill Bonner, and what he looks for in companies that could be potential “100 bagger” investments.   John Gillin and Scott Garliss stop by to give you a preview of the new Investors Marketcast podcast from Stansberry Research. You’ll hear about the classic signs of a recession that are starting to be more obvious in economies around the globe, why a projected 2.25% Fed rate hike could be deadly for bond markets by 2020, and what it means for the markets right now when fund managers are still holding record amounts of cash.   Try Chris Mayer’s Focus risk free when you go to www.FocusOffer.com

Scott Garliss, Greg Diamond, and John Gillin break down the market reaction to last week’s jobs report, and how 2018 could be a “Goldilocks” moment for equities with the US, Japan, China, and Europe all showing inflation in check. John prompts Scott and Greg into a discussion of how the markets are reacting to Trump’s tariffs, potential retaliation risks, and if there will be any real economic benefit to the political posturing. Greg and John describe the complete failure of the Eurozone and how Steve Bannon is rallying populist sentiments overseas to send it all back to zero. Scott talks about where he is on interest rates, introduces the Stansberry Terminal set for release later in 2018, and reveals the critical economic data to watch this week.

Greg Diamond tells you why the Federal Reserve is officially worthless as Powell and Co. attempt to manipulate the other side of the QE equation with dimming prospects. Scott Garliss tells you about a massive short in the US dollar, China's most recent economic numbers, and the specific market data you need to watch this week that will determine the market’s direction. John Gillin talks about the potential effects of Trump’s surprise trade tariffs and why Warren Buffet’s Berkshire Hathaway will not beat the S&P anytime soon. Greg breaks down the “dumpster fire” of the European markets, and the three financial amigos collectively share what keeps them up at night.

Greg Diamond discusses divergence across global markets, how stocks in Europe and China have not bounced back from recent volatility, and why you need to pay attention to interest rates. John Gillin talks correlation between stocks and bonds, the strength of earnings, and corporations returning cash to shareholders. Scott Garliss describes current support and resistance levels on the S&P that would trigger institutional traders to either buy or sell. He also covers the current “pain trade” and the impact of Federal Reserve speakers on the dollar, euro, and yen. The trio also talks about Venezuela launching a cryptocurrency. What could possibly go wrong?

John Gillin talks Russian influence in the 2016 election and why the finger is being pointed at Facebook. Scott Garliss discusses record Treasury auctions and what it means for investors in the coming weeks. Greg Diamond tells you about the story of an apparent mystery buyer that seems to be propping up the bid on Bitcoin around the $8,000 price point. John gives you an idea of how the Stansberry Newswire team is going to take advantage of market volatility.

The Investors MarketCast from Stansberry Research is your direct access to the latest events and forces shaping the world’s financial markets. Each week veteran market analysts and traders Scott Garliss, Greg Diamond, and John Gillin talk trends, investment ideas, and developing economic news to give you the information edge you need to make money in today’s stock market and avoid unnecessary risk. Scott, Greg, and John have over 60 years combined experience trading stocks, bonds, commodities, options, and currencies with some of the biggest Wall Street firms in existence. They reveal what’s really going on behind-the-scenes on Wall Street, so you can profit on Main Street.

The Investors MarketCast from Stansberry Research is your direct access to the latest events and forces shaping the world’s financial markets. Each week veteran market analysts and traders Scott Garliss, Greg Diamond, and John Gillin talk trends, investment ideas, and developing economic news to give you the information edge you need to make money in today’s stock market and avoid unnecessary risk. Scott, Greg, and John have over 60 years combined experience trading stocks, bonds, commodities, options, and currencies with some of the biggest Wall Street firms in existence. They reveal what’s really going on behind-the-scenes on Wall Street, so you can profit on Main Street.

Dan Ferris joins the Stansberry Investor Hour to tell you about the safest way to invest your money in the stock market. He and Porter recall the very first idea that launched Dan’s Extreme Value newsletter with a classic illustration of value investing which would make Warren Buffett and Benjamin Graham proud. Dan shows you why seemingly boring companies can be investments that allow you to sleep well at night, but also have the potential to double or triple your money. John Gillin from the Stansberry NewsWire service joins Buck for a review of all the best and worst technologies he recently saw at the 2018 Consumer Electronics Show (CES) in Las Vegas. VR shopping, dual-screen cell phones, and autonomous vehicles were some of the big themes on display. John tells you when you can expect a driverless car to pick you up in front of your house, or see a long-haul truck on the highway with no one at the wheel. Listeners write in about the false missile warning in Hawaii, the use of blockchain technology in the options market, and the three cocktail recipes Porter and Buck can use for any occasion. 1:59: Buck and Porter introduce Dan Ferris, senior editor and analyst for the Extreme Value newsletter published by Stansberry Research. Porter explains how Dan has been with Stansberry Research from the beginning and that the type of value investing Dan does is the very opposite of what’s popular, but is really what most people should do.     6:08: Porter explains value investing and tells you why it’s the absolute safest way to invest in equities. Dan and Porter recall the very first value idea they had together that launched Extreme Value back in 2000. It was a cash gushing catalog clothing retailer selling for 2x earnings that was an easy double once it’s value was fully realized.   9:26: Porter tells you the one criteria required to make an Extreme Value recommendation. Dan describes his latest pick as the only stock in the world you need to own right now. In a world where every market seems to be fully valued, Dan and his team at Extreme Value have found one stock in a hated industry that could be the next double or triple. 12:57: Dan tells you why one of his tops picks in Extreme Value, Altius Minerals, is still in the portfolio today after first being recommended in 2009. And it’s still compounding at about 10% per year. 15:35: Stocks are high today – so what would be on Dan’s “buy list” in a sudden bear market full of stocks on sale? Dan reveals the #1 stock he’d love to get back into, and why “I sold because I’m stupid.” Even though he made over 600% for his Extreme Value subscribers. 22:47: Dan tells you about one of the most visible and easy ways to spot companies that are on sale, but also make great decisions and have favorable prospects for growth.   24:52: Buck talks with John Gillin of the Stansberry Newswire about what he saw out at the recent 2018 Consumer Electronics Show (CES) in Las Vegas. John tells you about the one technology he saw at CES that he would put in his home tomorrow. John also tells us that Uber was meeting with the FAA at CES is working on a business to take you everywhere, and it has nothing to do with automobiles. 33:38: Jesse writes in with a question about the recent false missile warning in Hawaii. More than just government employee incompetence?  36:50 Porter asks Buck for his take on the “shi*hole” brouhaha, and Buck explains the political rationale behind this – there’s a reason Democrats are fanning these flames as the battle for DACA begins. 43:27: Porter answers a listener’s question about blockchain and the potential role this technology could play in the options market. Porter reveals the name of a company that is wholly owned by Overstock.com and is building solutions to leverage and service blockchain technologies. 45:10: Marcus writes in with some cocktail recommendations for Porter and Buck and shares a recipe for Blood and Sand.