The Tariff Drama Is Temporary – But AI Is Here to Stay

On this week's Stansberry Investor Hour, Dan and Corey welcome Rob Spivey back to the show. Rob is the director of research at our corporate affiliate Altimetry. With both buy-side and sell-side experience, he offers his unique perspective on the markets today.

Rob kicks off the show by describing how Altimetry uses "Uniform accounting" to get a better sense of a company's financials and the health of the U.S. market as a whole. This leads to a conversation about corporate profitability, credit risk, and the future of AI. Rob explains the role Elon Musk's Department of Government Efficiency is playing in implementing AI at the federal level, how AI could revamp Medicare and Medicaid, and what the fiscal multiplier effect means for government spending and AI. (1:47)

Next, Rob breaks down the entire AI ecosystem and its many parts. He cites Twilio as an example of an AI company that's leveraging this technology in interesting ways today. And he goes in depth on a hidden opportunity in AI investing: companies that are warehousing and organizing data. "Nobody's paying attention to them now," he says. Rob then covers the government's profit surplus, how it differs from China's, and how a trade war could lead to a real war. (20:56)

Then, Rob divulges America's secret weapon for corporate dominance: the Bill of Rights. He notes that it protects innovation and gives the U.S. a leg up on a global scale. After that, Rob discusses large language models and how they're trained, the usefulness of Google's NotebookLM, and the "revolution" that will be happening in AI in the next three to six months. (39:17)