Gabe Marshank

Gabe Marshank, a senior analyst at Stansberry Research and editor of the Market Maven newsletter, shares insights from his hedge fund career, where he honed his analysis under investing titans. He critiques Apple's AI missteps, compares today's market to the dot-com boom, and warns about the risks facing Microsoft and AWS. Gabe emphasizes finding opportunities beyond tech, particularly in consumer discretionary sectors. He also discusses how understanding commodity supply dynamics can reveal investment edges in a shifting market. Expect to learn about the importance of knowing your investment style!