Podcast appearances and mentions of Whitney Tilson

Value investor and former New York City mayoral candidate Whitney Tilson returns to The Julia La Roche Show following the election of Zohran Mamdani, a Democratic socialist, as NYC's new mayor. Tilson reflects on the election results, expressing concern about the candidate he called a "Trojan horse for the DSA" with dangerous ideas about defunding police and seizing private property—yet remains bullish on New York City's future. He also shares his market outlook, favorite long ideas including Berkshire Hathaway and Amazon, and the "stinky six" stocks he's avoiding right now.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: https://stansberryresearch.com/https://stansberryresearch.com/whitney-tilsons-dailyTimestamps: 0:00 - Introduction and welcome Whitney Tilson, day after NYC mayoral election1:04 - Mixed feelings about election night2:00 - Warnings about Zohran Mamdani and democratic socialist concerns2:45 - Still bullish on New York despite election outcome3:10 - What Mamdani's election says about the city3:22 - Democratic Party dynamics and Trump reaction4:37 - Why Mamdani won: identifying affordability as key issue4:54 - Mamdani's effective messaging: free buses, freeze the rent, universal childcare5:45 - Economics don't work: the promises can't be funded6:30 - Mamdani as a gifted politician and brilliant public speaker7:10 - The "Trojan horse for the DSA" warning7:43 - Whitney's concerns about Mamdani: hostility to Israel, defund police rhetoric8:30 - Mamdani tacking to center: keeping Police Commissioner Jessica Tisch9:27 - NYC's vibe is back post-pandemic9:38 - Big employers making long-term commitments to NYC10:25 - Risk of turning into San Francisco10:52 - Wait and see mode: wealthy residents considering leaving14:30 - Why Mamdani is still dangerous16:06 - Running for mayor: what surprised Whitney20:00 - Hope that Mamdani learns from cautionary tales36:56 - Investment ideas: favorite longs44:00 - Stocks to avoid: the "stinky six"47:04 - Berkshire's massive cash pile: $382 billion51:47 - What's keeping Whitney up at night56:30 - What makes Whitney optimistic: America's economic recovery59:38 - Closing remarks

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Whitney Tilson back to the show. Whitney is the editor of multiple newsletters at Stansberry Research, including our flagship Stansberry's Investment Advisory, Commodity Supercycles, and the free Whitney Tilson's Daily. Whitney kicks things off by discussing how he became a "make money" investor, his simple method for picking winning stocks, and a few lessons he has learned from decades in the market. He advises listeners to let their winners run and to hold them for a long period of time, as that's the only way to outperform index funds. Whitney also shares the story of missing out on Netflix's 100-bagger gains, makes a bullish case for Salesforce, and gives his thoughts on particular players in the AI space, such as Palantir Technologies. (0:00) Next, Whitney talks about the cannabis stock bubble, scam Chinese stocks, and why he's "pounding the table" on Alphabet and Meta Platforms. Using Adobe as an example, he tells listeners to start considering how AI will affect existing businesses and their share prices, especially if it's in negative ways. Plus, he goes in depth on index funds – their benefits, how his strategy has shifted to include market-cap-neutral funds, and which funds he likes today. (22:28) Finally, Whitney explains the power of compounding and discusses the opportunity today in clothing maker Lululemon. Despite "really struggling with" the stock, he believes it could be a big winner down the line. The secret, Whitney says, is finding good companies with headwinds that knock the stock way down but that are temporary. And to close the show out, Whitney covers the pitfalls of short selling, why you should never bet against companies that make products people love, and his most speculative stock idea today. (41:59)

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Whitney Tilson back to the show. Whitney is the editor of multiple newsletters at Stansberry Research, including our flagship Stansberry's Investment Advisory, Commodity Supercycles, and the free Whitney Tilson's Daily. Whitney kicks things off by discussing how he became a "make money" investor, his simple method for picking winning stocks, and a few lessons he has learned from decades in the market. He advises listeners to let their winners run and to hold them for a long period of time, as that's the only way to outperform index funds. Whitney also shares the story of missing out on Netflix's 100-bagger gains, makes a bullish case for Salesforce, and gives his thoughts on particular players in the AI space, such as Palantir Technologies. (0:00) Next, Whitney talks about the cannabis stock bubble, scam Chinese stocks, and why he's "pounding the table" on Alphabet and Meta Platforms. Using Adobe as an example, he tells listeners to start considering how AI will affect existing businesses and their share prices, especially if it's in negative ways. Plus, he goes in depth on index funds – their benefits, how his strategy has shifted to include market-cap-neutral funds, and which funds he likes today. (22:28) Finally, Whitney explains the power of compounding and discusses the opportunity today in clothing maker Lululemon. Despite "really struggling with" the stock, he believes it could be a big winner down the line. The secret, Whitney says, is finding good companies with headwinds that knock the stock way down but that are temporary. And to close the show out, Whitney covers the pitfalls of short selling, why you should never bet against companies that make products people love, and his most speculative stock idea today. (41:59)

Welcome to The Times of Israel's Daily Briefing, your 20-minute audio update on what's happening in Israel, the Middle East and the Jewish world. New York reporter Luke Tress joins host Jessica Steinberg for today's episode. The New York City mayoral race pits candidate Andrew Cuomo against Zohran Mamdani as Mayor Eric Adams drops out of the race, discusses Tress, but while Cuomo will gain some of Adams' votes, Mamdani is still the frontrunner. Tress discusses how close Adams has been to the New York City Jewish community and some of the distance that exists between Cuomo and the Haredi population of New York, especially after he instituted COVID restrictions on gatherings while serving as governor during the pandemic. Tress mentions a complaint filed this month to the International Criminal Court in the Netherlands by an Israeli resident of New York State, whose family was killed by Hamas terrorists. The complaint charges Iran with genocide and other crimes for its involvement in the October 7, 2023, invasion of Israel. Following the various protests against Prime Minister Benjamin Netanyahu outside the United Nations last week, Tress notes that while all the protests were against the Israeli leader, their politics don't allow them to align with one another. Check out The Times of Israel's ongoing liveblog for more updates. For further reading: NYC Mayor Eric Adams drops reelection bid, boosting pro-Israel Cuomo against Mamdani After Adams drops out, Brooklyn Jewish group endorses Cuomo for NYC mayor NYC mayor thanks Netanyahu for defending the West as Mamdani accuses him of genocide Complaint to International Criminal Court seeks Oct. 7 genocide charges against Iran Subscribe to The Times of Israel Daily Briefing on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. This episode was produced by the Pod-Waves. IMAGE: Mayoral candidates Andrew Cuomo, left, shakes hands with Zohran Mamdani, center, as Whitney Tilson reacts after participating in a Democratic mayoral primary debate, Wednesday, June 4, 2025, in New York. (AP Photo/Yuki Iwamura, Pool)See omnystudio.com/listener for privacy information.

On this week's Stansberry Investor Hour, Dan and Corey welcome Edwin Dorsey back to the show. Edwin is the founder and editor of The Bear Cave newsletter, in which he conducts deep, investigative analyses of public companies for his 80,000-plus subscribers. Edwin kicks things off by discussing The Bear Cave and his extensive work exposing corporate misconduct. He says, currently, his favorite companies to find for shorting purposes are those that are going to be hurt by technological innovations. Edwin gives education-support company Chegg as one example of a business that has already been disrupted by AI and has been employing questionable cancellation practices. And he discusses the growing market for lab-grown diamonds and how that will harm traditional retailers such as Signet Jewelers. (1:22) Next, Edwin talks about QMMM, a U.S.-listed Chinese company whose stock is being manipulated by overseas groups. He goes in depth on the manipulation tactics these groups use on social media to pump and dump shares of unprofitable companies, why it's so difficult to pinpoint the scammers and investors running this dark network, the investigative research he's doing to stay up to date on the scams, and how crowdsourcing from the community has helped increase awareness. (18:33) Finally, Edwin warns listeners that the overseas scammers will often engage in after-hours market manipulation, so the best time to short the companies is intraday. He further advises listeners not to take large positions because there is so much volatility in these scam companies. This leads to a conversation about why Edwin has never criticized electric-vehicle maker Tesla in his newsletter, the legendary saga of Netflix ex-CEO Reed Hastings responding publicly to short seller Whitney Tilson, and which sectors Edwin believes will be hardest hit by AI. (36:49)

On this week's Stansberry Investor Hour, Dan and Corey welcome Edwin Dorsey back to the show. Edwin is the founder and editor of The Bear Cave newsletter, in which he conducts deep, investigative analyses of public companies for his 80,000-plus subscribers. Edwin kicks things off by discussing The Bear Cave and his extensive work exposing corporate misconduct. He says, currently, his favorite companies to find for shorting purposes are those that are going to be hurt by technological innovations. Edwin gives education-support company Chegg as one example of a business that has already been disrupted by AI and has been employing questionable cancellation practices. And he discusses the growing market for lab-grown diamonds and how that will harm traditional retailers such as Signet Jewelers. (1:22) Next, Edwin talks about QMMM, a U.S.-listed Chinese company whose stock is being manipulated by overseas groups. He goes in depth on the manipulation tactics these groups use on social media to pump and dump shares of unprofitable companies, why it's so difficult to pinpoint the scammers and investors running this dark network, the investigative research he's doing to stay up to date on the scams, and how crowdsourcing from the community has helped increase awareness. (18:33) Finally, Edwin warns listeners that the overseas scammers will often engage in after-hours market manipulation, so the best time to short the companies is intraday. He further advises listeners not to take large positions because there is so much volatility in these scam companies. This leads to a conversation about why Edwin has never criticized electric-vehicle maker Tesla in his newsletter, the legendary saga of Netflix ex-CEO Reed Hastings responding publicly to short seller Whitney Tilson, and which sectors Edwin believes will be hardest hit by AI. (36:49)

An extreme heat warning is in effect until tomorrow night. The National Weather Service warns that the heat could be dangerous, especially for older adults and those without air-conditioning. Iran launched a missile attack on a U.S. base in Qatar today. As of the weekend, Mayor Adams said there is no explicit threat facing the city. However, New York is taking precautions in response to activity in the Middle East. NASA astronauts on board the International Space Station joined a video stream with students from P.S. 71 in Queens to answer questions about life and work on their orbital outpost. WFUV's Joseph Vizza has the story. This year's race for the next mayor of New York City has been riddled with contentious debates, insults, accusations, and even the recent arrest of the current comptroller. In preparation for election day, WFUV's Andrew McDonald spoke with every candidate that accepted our requests for an interview. The interviews included Whitney Tilson, Michael Blake, Brad Lander, Jim Walden and Zohran Mamdani. News Host and Producer: Brenda Plascencia Editor: Lainey Nguyen Theme Music: Joe Bergsieker

Nachum interviews NYC Mayoral Candidate Whitney Tilson and he presents Elliot Weiselberg with the YLS Update, great Jewish music, the latest news from Israel and Morning Chizuk with Rabbi Dovid Goldwasser.

Whitney Tilson, NYC mayoral candidate and former hedge fund manager, talks about his candidacy for NYC mayor ahead of the Democratic primary next week.See omnystudio.com/listener for privacy information.

Whitney Tilson, a newcomer to politics, is trying to make a splash in the crowded Democratic race for mayor. A successful investor, civic activist and lifelong Democrat, Tilson sat down with NY1's Errol Louis to discuss his decision to run for mayor and try to shake up the political establishment. The episode marks the fourth installment of the “You Decide” mayoral candidate interview series. Tilson highlighted his plans to improve city safety, affordability, education, housing and homelessness. He also discussed his background in education reform and hedge fund management, detailing his influence on charter schools and political activism. Tilson also provided insights into tackling New York City's housing crisis and effective investment strategies. The episode concludes with a discussion of Tilson's upbringing and his parents' dedication to public service. Join the conversation, weigh in on X using the hashtag #NY1YouDecide or give us a call at 212-379-3440 and leave a message. Or send an email to YourStoryNY1@charter.com.

“Fusion… unlocks 20 to 100 million times more energy than traditional energy sources like coal or oil or gas,” says Whitney Tilson, lead analyst for Stansberry Investment Advisory and a 2025 New York City mayoral candidate. In a conversation with Daniela Cambone, Tilson shares his conviction that nuclear fusion—what he calls Amazon Helios—will be a revolutionary energy source poised to transform humanity in the coming years.. Fusion is not only ultra-efficient, he explains, but also runs on hydrogen, “the most abundant element in the universe.” He predicts this new energy breakthrough will disrupt the global energy economy and render traditional energy sources like oil, gas, and coal “losers.” Tilson also discusses his political ambitions and his mission to address New York City's long-standing issues. Key Facts:Why Fusion Could Surpass the Industrial Revolution and AIThe energy breakthrough catching the attention of Bezos and ZuckerbergWhitney Tilson on discovering "Amazon Helios"What will S&P be headed?

Outrage! Google Eschews Easter “Doodle” for 25th Year in a Row! | DNC Vice Chair David Hogg's Plan to Fund Primary Challengers Ignites Party Civil War and Blood Feud with James Carville | NYC Mayoral Candidate Whitney Tilson's Cringeworthy New Video | If You're on a Dating App, Chances Are You've Been ‘Hatfished' | Why Women Don't Want to Date a ‘Red Pill Man', Especially Among Gen Z debatemecoward.com  

In this new installment of The Race to Gracie Mansion, Bradley and Tom quiz investor and education reformer Whitney Tilson on his effort to position himself as the pro-growth, pro-business candidate. The best way to fix New York's affordability crisis, Tilson argues, is by making the city a place where private investment thrives. He promises to tackle housing, schools, and crime with pragmatic reforms—streamlining regulations, welcoming charter schools, and restoring public order—while standing up to entrenched political interests like unions and career politicians.This episode was taped at P&T Knitwear at 180 Orchard Street — New York City's only free podcast recording studio.Send us an email with your thoughts on today's episode: info@firewall.media.Subscribe to Bradley's weekly newsletter, follow Bradley on Linkedin + Substack + YouTube, be sure to order his new book, Vote With Your Phone.

Whitney Tilson, former hedge fund manager and NYC Mayoral candidate discusses what policy he hopes to achieve if elected. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mayor Eric Adams announced Thursday he's skipping the June Democratic primary and instead running for reelection as an independent candidate. In a campaign video, Adams said his legal troubles had prevented him from mounting a legitimate Democratic primary campaign. The announcement comes a day after a Manhattan judge dismissed the federal corruption case against the mayor. NY1 investigative reporter Courtney Gross, political reporter Bobby Cuza and political director Bob Hardt break down a very eventful week in the race for mayor. After that, the “Off Topic” team begins its weekly series of profiles on Democratic mayoral primary candidates. The first installment looks at Whitney Tilson, focusing on his background, campaign positions on crime, housing and education, and his political strategy. Leave a message: 212-379-3440 Email: yourstoryny1@charter.com

Whitney Tilson, former hedge fund manager and philanthropist, talks about his campaign for the Democratic nomination for NYC mayor in the June primary election.

Looking at the "different flavors of career politicians" running in the Democratic mayoral primary, "I didn't see anyone who could be independent of the machine that runs this city," said former hedge fund manager Whitney Tilson. So he entered the race himself "to try and bring my party back to the center." In a wide-ranging sit-down interview with FAQ NYC hosts Christina Greer, Katie Honan and Harry Siegel — the latest in the pod's series of interviews with the candidates — Tilson explained why "it needs to be against the law for anyone to sleep in our public spaces," laid out his plans for a more efficient and accountable government, and argued that "our school system has a structural, systemic problem."

Whitney Tilson, editor at Stansberry Research, says that while there are reasons to be nervous, the market remains near record-high levels and is not showing signs that it is over-inflated and ready to burst. Tilson notes that fundamentals are strong and the U.S. has the best-performing economy in the world, so investors have correctly priced stocks at rich levels; while that makes it harder for Tilson — a value investor — to find great companies that the market has knocked down or mispriced, it doesn't make the market scary or mean that a big downturn is building. Todd Rosenbluth, head of research at VettaFi, pursues a big yield in an unusual place — the high-flyers of the NASDAQ — with his ETF of the Week, and Cullen Roche, chief investment officer for the Discipline Funds, talks about exchange-traded funds for the long haul in the Market Call.

Who will be the next mayor of New York City? Don Lemon sits down with two of the candidates to explore their vision for the city's future. First up, Former New York Assembly Member and DNC Vice Chair Rev. Michael Blake shares his comprehensive plan for tackling the city's biggest challenges. Then, longtime Democratic Party donor and philanthropist Whitney Tilson presents his perspective and solutions for moving New York forward. You won't want to miss this! Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of #TheFinestUnfiltered John & Eric sit down with NYC Mayoral Candidate Whitney Tilson. Link to learn more about Whitney or donate to his campaign https://www.whitneyformayor.com/ To follow Whitney on social media https://x.com/WhitneyTilson https://www.instagram.com/whitneytilsonofficial/?hl=en https://www.facebook.com/people/Whitney-for-Mayor/61569985169058/ https://www.youtube.com/@whitneytilsonofficial https://www.tiktok.com/@whitneyformayor Related Articles: https://nypost.com/2025/01/14/business/bill-ackman-backs-fellow-hedge-fund-billionaire-whitney-tilson-for-nyc-mayor/ For any financial or investment advice please contact LaidLaw Blue at 888-901-2583 (Blue) or visit them online at https://laidlawwealthmanagement.com/laidlaw-blue/ tell them your friends at #TheFinestUnfiltered sent you.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In our exclusive interview, Whitney Tilson, former hedge fund manager turned first-time political candidate, shares his perspective on the challenges facing New York City and the bold solutions he believes are necessary. Tilson presents his case for why fresh leadership is needed — promising to tackle crime, affordability, and economic decline with a pro-business, no-nonsense approach. From cutting violent crime by 50% to building ample affordable housing units, Tilson is doubling down on big ideas and data-driven solutions. As a self-identified political outsider, Tilson shares how his decades of business expertise and advocacy work (from NYC education reform to raising $18M for Ukraine) uniquely position him to lead the city back to prosperity. But can a first-time candidate overcome entrenched political interests and an uphill battle for voter turnout? In this episode, we explore: Making NYC a friendly place for small businesses The challenges of NYC's affordability and housing crises Strategies for cutting crime and reforming bail policies Lessons from Houston's success in tackling homelessness Why business-friendly policies are critical for NYC's comeback and more

Founder of Kase Capital Management Whitney Tilson discusses his NYC mayoral bid, the Democratic party, and US politics in general. Tilson spoke with Bloomberg's Tom Keane and John Tucker.See omnystudio.com/listener for privacy information.

Hey there Lemon Heads! Join Don this evening to dive into all the biggest news of the day. With all the buzz surrounding the presidential election and Donald Trump's outrageous cabinet picks, it has been easy to overlook more local political races. New York City's 2025 mayoral race is shaping up, with some familiar names in the running. Tonight, Don is joined by one of such candidates, long-time Democratic party donor Whitney Tilson. Tune in for a conversation you won't want to miss! Learn more about your ad choices. Visit megaphone.fm/adchoices

This is it! The 2024 presidential election is coming to a close. America will decide if Donald Trump or Vice President Kamala Harris will be the next president of the United States. Tonight, Don will be joined by Co-Hosts Godfrey the Comedian, the Founder of All In Together, Lauren Leader, and long-time Democratic party donor, Whitney Tilson! You won't want to miss this! Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey there Lemon Heads! Join Don for a LIVE analysis following the Vice Presidential Debate to break down everything we just saw. Don will be joined by the Executive Producer of "Louder: the Soundtrack of Change," Abe Gurko, the Host of 90 Days with Ana Marie Cox, Ana Marie Cox, the Host of the Pushing the Limits podcast, Brian Shapiro, and long-time Democratic party donor, Whitney Tilson. They will break it all down and dive into what this means for the upcoming presidential election. You won't want to miss this! Learn more about your ad choices. Visit megaphone.fm/adchoices

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Influential newsletter editor and former hedge fund manager, Whitney Tilson sees signs of a bubble in high quality stocks. Wealthtrack episode 2108 Broadcast on August 23, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Hey there Lemon Heads! Join Don LIVE at night one of the Democratic National Convention to hear all the biggest news from the event. Don is joined by the Host of the "Majority 54" and "Lost Debate" podcasts Ravi Gupta and long-time Democratic party donor Whitney Tilson to break it all down. They'll listen to President Joe Biden's much-anticipated closing speech and break down what we can expect for the rest of the DNC. Tune in for live coverage you won't want to miss! Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of TMZ Live: Major Biden donor Whitney Tilson said on 'TMZ Live' he and fellow democrats are cutting Biden off, Alec Baldwin wasn't the only 'Rust' actor with live ammo on set, Diddy's mother rushed to the hospital, and Britney Spears felt ex-boyfriend Paul Soliz was using her. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Stansberry Investor Hour, Dan and Corey are joined by their colleague Whitney Tilson. Whitney is the lead editor on Stansberry's Investment Advisory – Stansberry Research's flagship newsletter – as well as Commodity Supercycles and his free e-letter Whitney Tilson's Daily. Once dubbed "The Prophet" by CNBC for his prescient calls, he joins the podcast to share some financial wisdom with listeners.  Whitney kicks off the show by talking about the value of attending investing conferences and other company meetings. You can gain insights, talk to fellow investors, share ideas, and either discover promising trends or discover which trends are "bombs." Whitney emphasizes that avoiding calamities is just as important as finding the next big investment idea. He shares his experience with short selling and how he actually lost a lot of money by employing the technique. This leads to a conversation about value traps – what they are and how they can lead to ruin. (1:24) Next, Whitney details his storied history with Netflix and why he went from shorting the company to investing in it. Ultimately, he found a 90-bagger. But he sold the stock early and left money on the table. The "most important lesson" he learned from that experience is to let your winners run. As Whitney explains, that's why index funds outperform almost all active managers over a long period of time – because they never sell their winners. (16:40) Finally, Whitney hammers home that investors should be selective with stocks and only buy the best-quality businesses. Many of these companies see large drawdowns at some point, which can be perfect buying opportunities... even if you're not able to find the exact bottom. Whitney predicts that Nvidia could see a sizable drop since the company is relatively young and volatile. After, he shares that value stocks, small-cap stocks, and international stocks are all at 20-plus-year lows. This extreme underperformance presents an opportunity for investors wanting to diversify their portfolios. And Whitney also breaks down how to spot a high-quality business that may be struggling in the short term versus a value-trap business that will only head lower. (35:02)

On this week's Stansberry Investor Hour, Dan and Corey are joined by their colleague Whitney Tilson. Whitney is the lead editor on Stansberry's Investment Advisory – Stansberry Research's flagship newsletter – as well as Commodity Supercycles and his free e-letter Whitney Tilson's Daily. Once dubbed "The Prophet" by CNBC for his prescient calls, he joins the podcast to share some financial wisdom with listeners.  Whitney kicks off the show by talking about the value of attending investing conferences and other company meetings. You can gain insights, talk to fellow investors, share ideas, and either discover promising trends or discover which trends are "bombs." Whitney emphasizes that avoiding calamities is just as important as finding the next big investment idea. He shares his experience with short selling and how he actually lost a lot of money by employing the technique. This leads to a conversation about value traps – what they are and how they can lead to ruin. (1:24) Next, Whitney details his storied history with Netflix and why he went from shorting the company to investing in it. Ultimately, he found a 90-bagger. But he sold the stock early and left money on the table. The "most important lesson" he learned from that experience is to let your winners run. As Whitney explains, that's why index funds outperform almost all active managers over a long period of time – because they never sell their winners. (16:40) Finally, Whitney hammers home that investors should be selective with stocks and only buy the best-quality businesses. Many of these companies see large drawdowns at some point, which can be perfect buying opportunities... even if you're not able to find the exact bottom. Whitney predicts that Nvidia could see a sizable drop since the company is relatively young and volatile. After, he shares that value stocks, small-cap stocks, and international stocks are all at 20-plus-year lows. This extreme underperformance presents an opportunity for investors wanting to diversify their portfolios. And Whitney also breaks down how to spot a high-quality business that may be struggling in the short term versus a value-trap business that will only head lower. (35:02)

Whitney Tilson, editor at Stansberry Research, says the current market conditions have made him "much more prone to let my winners run," and that investors should not take a market pushing to all-time highs as some sort of sell signal because in most times -- including today -- new highs are a positive, even if they inspire some nervousness and fear of new heights. Tilson says that investors should focus less on headlines and more on what drives markets, namely a strong economy and growing corporate profits. Ted Rossman discusses a new Bankrate.com study -- done in honor of Mental Health Awareness Month -- which found that nearly half of American adults say money at least occasionally has a negative impact on their mental health. In the Money Life Market Call, Jeff Muhlenkamp of the Muhlenkamp Fund discusses stocks.

Former hedge fund manager Whitney Tilson, now Editor at Stansberry Research, returns to The Julia La Roche Show for a wide-ranging discussion on the economy, markets, and common mistakes investors make.  Whitney discusses the strength of the macro picture and the importance of not betting against America.  In this conversation, Whitney shares stock picks, reflects on missed opportunities, and discusses the importance of letting winners run. He also talks about closing his hedge fund, lessons learned, and the wisdom he gained from the late Charlie Munger.  Tilson emphasizes the need for patience and discipline in investing and highlights the five calamities that can derail a successful life. Links:  Stansberry Research: https://stansberryresearch.com/our-team/whitney-tilson The Art of Playing Defense: https://www.amazon.com/Art-Playing-Defense-Falling-Behind-ebook/dp/B091QFHJ6B Timestamps  00:00 Introduction 00:55 Big picture view of the economy and markets  02:43 Caution against letting politics influence investment decisions 03:38 The mistake of predicting gloom and doom 05:24 Betting against America doesn't make sense  06:59 There are warning flags, but stocks aren't in bubble territory  8:10 Bitcoin smells frothy, but ‘I would never short it'  09:22 Stock Picks: Berkshire Hathaway, Meta, and other opportunities 10:02 Bitcoin is an instrument of pure speculation  15:56 Stock pick ideas - Berkshire Hathaway, Meta, etc. 21:26 Introduction to Warren Buffett and value investing 26:48 Stock exchanges as interesting investment opportunities 29:08 Lessons from missed opportunities 36:07 The importance of letting winners run 38:50 Reflecting on closing the hedge fund, mental mistakes investors make 43:48 Running a Hedge Fund with Patience and Discipline 46:13 Charlie Munger's legacy 50:06 The Art of Playing Defense

Dan and Corey kick the show off by discussing the newest unemployment number and its implications for inflation, rate cuts by the Federal Reserve, the stock market, and the future of the economy. They speculate that this unemployment rate could result in the Fed putting off rate cuts for even longer. Next, Whitney joins the conversation by discussing the "Magnificent Seven" tech stocks and explains why he thinks smaller-cap, more value-oriented stocks will be driving the markets next. He also compares Tesla CEO Elon Musk's "rampant narcissism," "bro culture" at the company, and antisemitic tweets with exemplars like Warren Buffett and Charlie Munger. This leads to a discussion about how cultural differences affect businesses. Whitney brings up Anheuser-Busch's Bud Light ad campaign with a transgender influencer and Disney fighting Ron DeSantis' controversial bill in Florida. He shares why he thinks companies are "running pretty darn scared these days" after seeing both those iconic businesses suffer for taking political stances. Then, Whitney talks about his Top 10 list. He details why Berkshire Hathaway continues to be such an attractive opportunity today and why it's the perfect foundation for any portfolio. And he also emphasizes that we are no longer in a TINA world, or "there is no alternative." Finally, Whitney gives his opinion on what he thinks the Fed will do next in terms of interest rates and what the potential outcomes could be. You also won't want to miss his answer to Dan's final question, where he explains why it's crucial to limit the amount of "partisan and polarized" information you're consuming in traditional media, since it could be affecting your investing choices. 

Dan and Corey kick the show off by discussing the newest unemployment number and its implications for inflation, rate cuts by the Federal Reserve, the stock market, and the future of the economy. They speculate that this unemployment rate could result in the Fed putting off rate cuts for even longer. Next, Whitney joins the conversation by discussing the "Magnificent Seven" tech stocks and explains why he thinks smaller-cap, more value-oriented stocks will be driving the markets next. He also compares Tesla CEO Elon Musk's "rampant narcissism," "bro culture" at the company, and antisemitic tweets with exemplars like Warren Buffett and Charlie Munger. This leads to a discussion about how cultural differences affect businesses. Whitney brings up Anheuser-Busch's Bud Light ad campaign with a transgender influencer and Disney fighting Ron DeSantis' controversial bill in Florida. He shares why he thinks companies are "running pretty darn scared these days" after seeing both those iconic businesses suffer for taking political stances. Then, Whitney talks about his Top 10 list. He details why Berkshire Hathaway continues to be such an attractive opportunity today and why it's the perfect foundation for any portfolio. And he also emphasizes that we are no longer in a TINA world, or "there is no alternative." Finally, Whitney gives his opinion on what he thinks the Fed will do next in terms of interest rates and what the potential outcomes could be. You also won't want to miss his answer to Dan's final question, where he explains why it's crucial to limit the amount of "partisan and polarized" information you're consuming in traditional media, since it could be affecting your investing choices. 

Whitney Tilson, founder and chief executive officer at Empire Financial Research, says he expects the market to be flat to slightly up for the remainder of 2023 -- gaining about 5 percent on top of the 17 percent gains thus far -- and then gaining another 10 to 15 percent in 2023. He expects the "sanguine, strong" economic environment to continue despite the skepticism that has been present -- but which hasn't really slowed anything -- this year. Also on the show, Tom Lydon of VettaFi dives into factor ETFs with his pick for "ETF of the Week," and Eric Marshall, president and portfolio manager at Hodges Capital Management talks stocks in the Market Call.

Guy is a successful, well-known hedge fund founder. He's famous for paying a lot of money for one meal with Warren Buffet (hundreds of thousands of dollars), which he found worth it.He and I know each other partly through a guest also in finance I did several episodes with, Whitney Tilson, though we emailed before we found Whitney in common.Regular listeners know a strategy of this podcast is to bring leaders from all areas to sustainability, which lacks leadership. I also look for people in fields that people who call themselves environmentalists often call the enemy. They talk about finance people as just looking for profit, not caring whom they hurt. I think they're presuming someone's intent based on what they see. I think psychologists call that presumption the fundamental attribution error.I don't agree with them. I think everyone has deep, intrinsic motivations on stewardship, but you have to listen more than project onto them to learn it. When it comes out, if you enable them to act on it, they may find the action inspiring and meaningful, and want to do more. I think you'll hear that happen with Guy.I found his book, The Education of a Value Investor, an engaging read that shows the opposite of him caring only about money or profit. I can't wait for our second episode.Guy's home page Hosted on Acast. See acast.com/privacy for more information.

Jake Jolly, head of investment analysis at BNY Mellon Investment Management, says that recent turmoil in the banking industry 'will do the additional work' of tightening credit conditions to get inflation down, but creating a recession in the process, with the downturn taking hold late this year or in 2024. Because this recession is 'a typical, monetary-policy induced recession,' Jolly expects that policy can normalize quickly, which should limit the downturn to the short time it takes to slay the inflation dragon. Also on the show, Tom Lydon, vice chairman at VettaFi, makes a niche-focused financial-services fund his ETF of the Week, noting that it could start trending positively as the banking sector moves past recent problems. Plus, we revisit a recent conversation with Whitney Tilson of Empire Financial Research.

Whitney Tilson, chief executive officer at Empire Financial Research, says that while headlines are driving investors to distraction, the stock market right now is neither too hot nor too cold. Other than regional banks, he says there's no blood in the streets, the market 'isn't screaming cheap or hugely overvalued either,' making this a time for investors to grind it out and work on their holding, rather than buying or selling. 'The key,' he says, 'is not in picking the next calamity, but avoiding the crazy nonsense.' Sarah Foster discusses her recent story on Bankrate.com on how inflation is damaging the finances of younger generations and how that has the potential to damage the economy as Gen Z and millennials adjust their spending and savings habits. And, in the Market Call, Kathy Boyle, president of Chapin Hill Advisors looks at the macro picture and talks about which exchange-traded funds can take advantage of the current opportunities.

Former hedge fund manager Whitney Tilson, now the founder and CEO of newsletter publisher Empire Financial Research, joins Julia La Roche on episode 46 to share some worldly wisdom and his views on the market. The bulk of this conversation focuses on life lessons from his new book “The Art Of Playing Defense: How To Get Ahead By Not Falling Behind.” Whitney outlines five calamities to avoid, including: Loss of reputation and/or wealth Loneliness and/or suffering a permanently impaired relationship with a loved one A bad marriage, often ending in divorce Addiction and abuse The death, serious injury, or illness of yourself or a loved one In this episode, Whitney, 56, revisits his childhood, including growing up in Africa with his educator parents. He also shares whether or not he ate the marshmallow in the famed Stanford marshmallow experiment, a psychological study that examined delayed gratification among young children. He recounts how he met his wife Susan (thanks to his friend Bill Ackman!) and his journey from being the lowest-paid Harvard Business School graduate in his class working for a non-profit to the world of hedge funds (also thanks to Bill Ackman). Throughout the conversation, there are plenty of lessons gleaned over the years from being a long-time student and follower of Warren Buffett and Charlie Munger. Whitney also discusses value investing in the current environment and why he's “reasonably bullish” and estimates the market could rise 15 to 20% this year. 0:00 The Marshmallow Experiment 4:30 Whitney likely didn't eat the marshmallow 5:10 Growing up in Tanzania 7:00 Emphasis on education 9:15 Met wife after crashing party with Bill Ackman 10:15 Interest in investing 12:20 Amassed $10K, called up Bill Ackman 13:58 Early days of the internet stocks 14:32 Warren Buffett 15:50 A ‘clueless fool' turning $20,000 into $120,000 in AOL 17:00 Absolutely no business starting a hedge fund 19:20 Dale Carnegie's “How To Win Friends And Influence People” 21:18 Lessons for Tilson's daughters 23:23 Raising athletic daughters 24:30 Price of Privilege 27:00 Sports and self-confidence with teenage daughters 36:00 The most important decision is who you marry 37:00 ‘Fishing in the right ponds' 39:00 Other important relationships 41:30 Epidemic of loneliness 44:00 Repairing and building relationships 46:10 Scott Galloway 49:00 Avoiding calamities 51:00 Loneliness or ruptured relationships as a calamity 52:48 The 5 calamities 53:30 How not to screw up your marriage 1:05:00 Risk taking and risk management 1:15:08 Reasonably bullish on the markets 1:19:57 Best guest is the market is up 15-20% 1:20:20 Value investing back in favor? 1:22:19 Berkshire Hathaway, Meta (Facebook), Netflix, Amazon, PayPal 1:23:40 Why the average person shouldn't be picking stocks 1:30:00 Achieving long-term wealth

In our third conversation, Whitney and I get more friendly and conversational, fun conversation.He's been picking up more garbage, which I hope is part of a journey of continual improvement. Since long before we met, he rides his bike to get around the city. Otherwise, he's focused on other things in life than sustainability. He's examined a lot of parts of his life, but not his impact on other people mediated through the environment.I'm not trying to change people who don't show they want to change, so we just talk. You'll hear a very thoughtful, active leader speak with me about his views and environmental values.Not Just Bikes YouTube channel Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Whitney Tilson, chief executive officer at Empire Financial Research, says he's concerned that Tether, the world's largest stablecoin, is a "fraud" and running out of money. He worries that if Tether crashes "the entire crypto sector goes with it ... and you don't want to invest in a sector where there's a 50-50 chance you'll lose half your money in a matter of days." Tilson talks extensively about what he does trust and is buying in current market conditions, noting that he is maintaining a balance between value stocks trading below their intrinsic value and companies with superior long-term growth characteristics. Also on the show, Bryan Armour, director of passive strategies research at Morningstar, discusses the firm's new survey on mutual fund fees, showing that consumers saved billions of dollars last year by investing in low-cost funds, bringing down the average expense ratio being paid even further, down to roughly 0.4 percent. And in the Market Call, Mike Larson, senior analyst at Weiss Ratings and editor of Weiss's Safe Money Report talks about safe stocks in today's topsy-turvy conditions.

We start by my reading the emails where I invited Whitney to this podcast by cursing with a few f-bombs, showing how we started our interactions. Before recording our first episode we met in Washington Square Park and picked up litter together.Read my emails cursing at Whitney Tilson that brought him to my podcastWhitney shares how he created and maintains his following, speaking his mind, deliberately sharing provocative opinions. He shares how and why he engaged so much on the pandemic. I see that passion raising the potential for him to engage on sustainability, but we'll see. He became as knowledgeable as anyone I know and led a large number of people on it.Then we talked about carbon offsets. I shared my Two Carbon Cycle Explanation, though I've since simplified it in The simple explanation why offsets don't work.We talked about flying. I since found some peer-reviewed numbers, which I posted in Some flying pollution numbers. In the week before recording, he flew round trip to Seattle, Miami, Bahamas, and in the next week Rwanda.Then he shared his reasons for not engaging on the environment. You'll recognize them. Remember when he said he was uninformed? On the contrary, I'd say, he learned everything he needed to to justify feeling good about not changing his behavior. Even so, I respect and admire that he engaged in our conversation and started finding ways to act. See acast.com/privacy for privacy and opt-out information.

Whitney's background and accomplishments are incredible and we start with them. He shares his beliefs and mindsets that lead to his high performance in business, philanthropy, fitness, family, and more.Then we share a fun part of how I invited him to this podcast. After he, in a friendly, helpful way, cursed at some of his newsletter readers in criticizing their behavior during the pandemic, I cursed at him in the same friendly, helpful way. The email got his attention. It led to us meeting in person to pick up litter in Washington Square Park (where he saw his first drug deal in the corner with the syringe drug users), then to recording in person at my apartment.When we spoke on the environment, I heard a common mix: he connected deeply with it, including majestic experiences at some of Earth's most extreme environments, and he also felt about its problems that he couldn't do anything meaningful.My favorite part of my conversation with Whitney was how he put up nearly every form of delay, resistance, and obstacle any other guest has responded to my invitation to act on his environmental values. I believe we were both patient, listened, spoke to be understood. After he found something to act on, you'll hear the change in his perspective on acting on intrinsic motivation versus what sounded to me like trying to save the world, or feeling you have to, but disconnected from intrinsic motivation.Whitney's book, The Art of Playing Defense: How to Get Ahead by Not Falling Behind See acast.com/privacy for privacy and opt-out information.

Whitney Tilson is a well known value investor with a long and varied past in financial markets. He joins us to discuss markets, value investing and how he got interested in cannabis stocks. We discuss: - How Whitney got started in investing - Being a Late 1990's "Bull Market Genius" - How that Bull Run compares to Today's - Getting religion by learning about Buffett and Value Investing - The Ups and Downs of starting his own hedge fund - Market Timing: Indicators that Whitney looks for - What attracted Whitney to the Cannabis Sector - How the current rout in Cannabis compares to Tech in 2000 - The 3 things Whitney looks for in a winning company Thanks to Whitney for joining us for this fun and wide ranging discussion Sign Up for Whitney's Free Newsletter: https://empirefinancialresearch.com/newsletters/whitney-tilson-daily Follow Whitney on Twitter: https://twitter.com/whitneytilson

*NEW ITEM!* Purchase my newest book! "15 Conversations with Real Estate Millionaires" https://amzn.to/3CGOWOU

We're incredibly fortunate to talk to Whitney Tilson and get his take on yet another eventful week in the markets. As always, the former hedge fund manager and current investment newsletter publisher gives us plenty to chew on, just as he does to 140,000 avid readers of his daily takes on market movers and shakers.  Sign up for Whitney's free newsletter here. In our talk with Whitney, we get into the spectacle of Elon Musk using Twitter to attack Twitter while attempting to acquire Twitter. The latest twist in the tale is Elon's apparent attempt to re-price the deal, citing a need for data to support the platform's claim that less than 5% of Twitter users are fake or spam accounts. While his Empire Financial Research colleague Enrique Abeyta talked about the prospect of Twitter suing Elon should he derail the deal, Whitney floats an even more costly and consequential outcome to the drama—Twitter deciding to de-platform him.   Whitney talks about the likelihood of the market finding its bottom late last week. He explains why he's turning bullish on Amazon, Alphabet, Facebook, and Netflix, and why when everyone and their mother is using a product like Whatsapp or Venmo, they are good buys explaining that a sustainable financial model can be hammered out at a later date. 

Amid major market volatility, investors question whether we're about to see a repeat of the year 2000 in tech stocks. In this crucial edition of American Consequences, I sit down with famed hedge fund investor Whitney Tilson to explain why now might be the best time to buy tech stocks. He's naming names – or rather tickers – and helping people think through the implications of getting into solid growth companies. I most especially loved hearing how Whitney Tilson got his start. He managed to take $10,000 in savings and grow it into a $200-million hedge fund. He told me all about some of the bumps he's had along the way and why he's so committed to helping individual investors grow their portfolios. Whitney has some really entertaining stories that I know you will love hearing… not to mention some darn good picks. Sign up for Whitney's free investment newsletter at empirefinancialresearch.com. You can get more from me online at americanconsequences.com and on Twitter @Trish_Regan.